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
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301
Get directionsRegulatory History (1)
Criminal
November 2000Other Business ActivitiesSells Insurance
David is an investment advisor representative at Global Wealth Management Investment Advisory Inc. and a wealth advisor at Global Wealth Retirement Planning, LLC, an insurance agency selling life, health, and annuities; both activities take up a full-time commitment.