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 ActivitiesSells Insurance
Joseph works full-time as a financial planner for The LifeWealth Group, focusing on insurance sales and services since 2021. He also works full-time as a financial planner/non-registered person for Madison Avenue Securities, focusing on securities sales and services since 2023, and spends about 10-20% of his time as an advisor for LifeWealth Investments, LLC, focusing on advisory services since 2024.