Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
37 advisors
Number of Clients
27 clients
Average Client Portfolio
$431.5M average
Assets Under Management
$11.6B

Fee Structure

Financial Planning:Investment management only

AIA is paid fees pursuant to a contract that it and/or an affiliate has entered into with a State Administrator. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm, unless otherwise contractually agreed to by the relevant parties. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services conducted outside the scope of AIA.

Areas of Practice
Investment ManagementRetirement PlanningEducation Planning
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Advisor Information

Office location

95 Wells Avenue, Suite 160, Newton, MA, 02459

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ascensus Investment Advisors, LLC
March 2024 - Present · 1 yr 10 mos
Ascensus Broker Dealer Services, LLC
March 2024 - Present · 1 yr 10 mos
Ascensus Broker Dealer Services, LLCBroker
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Tandem Wealth Advisors
November 2023 - February 2024 · 3 mos
Benetic Markets LLCBroker
December 2022 - February 2023 · 2 mos
Prudential Investment Management Services LLCBroker
July 2021 - April 2022 · 9 mos
MML Distributors, LLCBroker
March 2016 - December 2020 · 4 yrs 9 mos
CUNA Brokerage Services, INC.Broker
November 2013 - September 2015 · 1 yr 10 mos
Dws Investments Distributors, INCBroker
February 2012 - January 2013 · 11 mos
Oppenheimerfunds Distributor, INC.Broker
May 2008 - February 2012 · 3 yrs 9 mos
Mutual of America Life Insurance Company Broker
October 2004 - January 2008 · 3 yrs 3 mos
Mutual of America Securities CorporationBroker
October 2004 - January 2008 · 3 yrs 3 mos
State Registrations16 states
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AdvisorBroker
Exams
No exam information available for this advisor.