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 (2)
Customer Dispute
October 2012Customer Dispute
September 2001Other Business ActivitiesSells Insurance
Anthony is an insurance agent with Advisors Excel since 2017, dedicating about a quarter of his time to insurance sales. He also teaches financial planning classes with the Heartland Institute of Financial Education and is a partner in Integrous Investment Solutions LLC and Oxford Retirement Advisors.