Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management services are based on a percentage of assets under management, not exceeding 1.5%, and are negotiable. AE Wealth Management retains 0.40% of assets under management. The firm requires a minimum of $10,000 for asset management services, which can be aggregated across household accounts. Clients may incur charges imposed by third parties, such as mutual fund fees.
Areas of Practice
Advisor Information
Office location
2704 Old Rosebud Road, Suite 160, Lexington, KY, 40509
Get directionsRegulatory History
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 Activities
Edward is an elected State Representative for Kentucky's 39th District since 2021, spending about half his time in this role. About a quarter of his time is spent on this activity during securities trading hours.