AE Wealth Management, LLC

Financial Advisor in Shawnee County, KS

Firm Info
Address: 2950 SW McClure Rd, Topeka, KS 66614, USA
Phone: (866) 363-9595

Firm Size
Assets Under Management: $19.6 billion
# of Advisors: 434
# of Clients: 142,130
Client to Advisor Ratio: 327:1
Average Account Size: $138,184
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Ae Wealth Management, LLC Overview

AE Wealth Management, LLC is a fee-based Registered Investment Advisory Firm located in Topeka, KS. Since its inception in 2016, the firm has been solely dedicated to providing investment advice to its clients. AE Wealth Management a comprehensive range of services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, selection of other advisors, publication of periodicals or newsletters, educational seminars, and workshops. The firm is committed to helping clients navigate the complexities of the financial market and achieve their financial goals. As a fee-based firm, clients can expect transparency in the fee arrangement, and the firm operates with the fiduciary standard of care. AE Wealth Management provides portfolio management services with a focus on risk management and a long-term investment strategy tailored to clients' goals and risk tolerance. Additionally, the firm offers financial planning to help clients identify their financial goals, assess their current financial situation, and develop a customized plan for achieving those goals. AE Wealth Management serves both individuals and businesses of various sizes, and its pension consulting services can help businesses identify and manage risk associated with their employee retirement benefit plans. The firm also offers selection of other advisors, publication of periodicals or newsletters, educational seminars, and workshops to help clients stay informed and engaged with their financial planning. Overall, AE Wealth Management is committed to providing clients with quality investment advice and services that meet their unique needs and deliver results.

AE Wealth Management, LLC provides a broad range of financial services, catering to an impressive array of clients. The firm serves individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. These clients receive personalized investment advice and wealth management solutions that are tailored to their unique financial circumstances. AE Wealth Management seeks to build long-lasting relationships with its clients, and to provide them with the tools and expertise they need to achieve their financial goals. The fee structures available at AE Wealth Management, LLC vary depending on the service provided. Clients can choose from a percentage of AUM, hourly billing, or fixed fees, depending on their preferred payment arrangement. The percentage of AUM fee structure charges a percentage of the client's assets under management, while hourly billing is based on the amount of time spent by the financial advisor on a particular project. Finally, fixed fees are charged for specific services, such as financial planning and investment management. Regardless of the fee structure chosen, clients can trust that AE Wealth Management will provide outstanding financial advice and exceptional customer service.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for AE Wealth Management, LLC is $10,000 per account. According to their Part 2 Brochure note about investment minimum, clients are required to maintain a minimum per account balance of $10,000. However, there are exceptions to this minimum, which may be granted for a client's immediate family members or in anticipation of additional deposits in the near future. These exceptions must be approved by both the investment adviser representative and AE Wealth Management.

How This Office Can Help Shawnee County, KS Residents

AE Wealth Management, LLC is committed to helping clients in Shawnee County, KS achieve their financial goals. The firm provides expert guidance and personalized advice tailored to each client's unique situation. With a comprehensive suite of financial planning and investment management services, AE Wealth Management, LLC helps clients navigate complex financial situations, from retirement planning to estate management. Many residents of Shawnee County, KS face a range of financial challenges, including planning for retirement, saving for college, managing debt, and protecting assets against possible risks. With years of experience and a deep understanding of the local market, AE Wealth Management, LLC is uniquely positioned to help clients achieve their financial goals in the midst of these challenges. From investment management to retirement income planning and estate management, AE Wealth Management, LLC has the expertise and resources needed to help clients in Shawnee County, KS navigate their complex financial lives with confidence.

To view the Minimum Investment and Fee Schedule for Ae Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Ae Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ae Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2950 SW McClure Rd, Topeka, KS 66614, USA
Phone (866) 363-9595
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Ae Wealth Management, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Ae Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs