Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management are based on a percentage of assets under management, negotiable up to 2.5% annually. The fee includes portions for AEWM and potentially the model portfolio manager. Financial planning and consulting are offered under hourly- and fixed-fee arrangements, outside the wrap fee program. TPRIA program clients may pay separate commissions, ticket charges, and custodian fees. AEWM offers an advisory fee discount for IARs, employees of IARs, employees of AEWM, and employees of Advisors Excel when accounts are managed by AEWM.
Areas of Practice
Advisor Information
Office location
816 Atlantic Hwy, Waldoboro, ME, 04572
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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
Allan is a managing member of Cornerstone Financial Services, LLC, focusing on insurance sales and services, taking about half of his time. He also manages Cornerstone Investment Properties, LLC (rental real estate) and Cornerstone Advantage, LLC (Medicare sales), dedicating minimal time to each.