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
1474 Highway 55 East, Suite 500, Clover, SC, 29710
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Angela owns several businesses, including Metrolina Tax Service, Metrolina Insurance, Preservation Financial, and Sloan Financial Group, LLC, which offer tax preparation, insurance (property & casualty, life, long-term care, annuities, Medicare supplements, disability), and securities services. She also hosts a radio show and is a trustee for a trust, dedicating a significant amount of time to Sloan Financial Group, LLC, and a few hours per week to other activities.