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
13500 Evening Creek Dr. N, #555, San Diego, CA, 92128
Get directionsRegulatory History (7)
Customer Dispute
November 2023Customer Dispute
September 2023Regulatory
June 2009Regulatory
November 2007Customer Dispute
March 2002Customer Dispute
November 2001Regulatory
September 2001Other Business ActivitiesSells Insurance
Bradley is the president of Vineyard Financial Inc., selling life insurance, fixed annuities, and long-term care solutions, dedicating about a quarter of his time. He also serves as an insurance agent for Advisors Excel and co-owns/manages rental properties.