Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MAS offers various programs with different fee structures. The Fee Plus Transaction Charge Program charges a management fee plus transaction charges. The Standard Wrap Program charges a wrap fee based on assets under management. The Low-Minimum Wrap Program (no longer accepting new accounts) also charges a wrap fee. The AE Wealth Management Program charges a wrap fee based on average daily balance. Financial planning services are offered on an hourly or fixed-fee basis. Fees are negotiable and may vary between IARs.
Areas of Practice
Advisor Information
Office location
Roanoke, TX
Get directionsRegulatory History (1)
Customer Dispute
January 1984Other Business ActivitiesSells Insurance
Barry is an insurance agent, president, and director at Win Financial Group, Inc., assisting securities clients with income planning through the sale of life, long-term care, and annuity products. He also uses annuities and life insurance to establish guaranteed parts of a financial plan, dedicating nearly full-time hours to these activities.