Advisor at AE Financial & Risk Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AE Financial & Risk Management, Inc.
Location
Alpharetta, GA 30005
Credentials
Series 63, Series 65
Industry experience
21 years
Ali Elnajjar is the principal of AE Financial & Risk Management, Inc. in Alpharetta, GA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JBS Liberty Securities, Inc. since 2016. In addition to his advisory role, he is the owner and CFO of Avicenna Nutraceutical, LLC, a business involved in the sale of collagen supplements. AE Financial & Risk Management provides advisory services to individuals, trusts, charitable organizations, and businesses, offering asset management, financial planning, business consulting, and retirement-plan advisory services. The firm uses model portfolios tailored to client objectives and employs third-party research and managers, focusing on diversification and risk/return analysis within a long-term investment approach.
Based on AE Financial & Risk Management, Inc.
Based on AE Financial & Risk Management, Inc.
$0 - $249,999: 2.00% $250,000 - $499,999: 1.50% on next $250,000 after first $249,999 $500,000 - $999,999: 1.25% on next $500,000 after $499,999 $1,000,000 - $1,999,999: 1.00% on next $1,000,000 after $999,999 $2,000,000+: 0.50% on amounts exceeding $2,000,000
Up to $250/hour for financial planning and business consulting services, fees negotiable
Account minimum: $50,000 Fee-only: Up to $250/hour for financial planning and business consulting services, fees negotiable
290 Prospect Place
Alpharetta, GA 30005
Georgia
JBS Liberty Securities, Inc.
2016 - Present (10 years)
AE Financial and Risk Management
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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CFP®, Series 63, Series 65
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Series 63, Series 65
Canton, GA
Gustafsson Wealth Management, Inc.
CFP®, Series 63
Alpharetta, GA
Cwpim
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