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
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
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
Hilton is a mortgage loan officer for Clifton Mortgage Services, LLC, spending minimal time on this. He is also a partner at LifeWealth Transition Partners LLC, assisting clients with business sales and succession planning, dedicating a few hours per week. Additionally, Hilton is an Investment Advisor Representative at LifeWealth Investments, LLC, focusing on wealth management and financial planning, taking nearly full-time hours.