Better for you.
Better for your clients.
We offer a clear path to greater independence and more income for Series 66 or Series 65 licensed Investment Advisors and Certified Financial Planners (CFP).
The Certified Financial Planner (CFP) designation is recognized by some states as one of the professional designations that can fulfill the IAR eligibility requirement.
Who is American Elite Advisory?
American Elite is a fee-only Registered Investment Adviser (RIA). The firm was established as Texas Elite Advisory, LLC in July of 2015 by our founder – Vern Bell. Originally, our firm was primarily focused on the securities institutional market. We licensed our Elite Relative Value Strategy (ERVS) to other RIAs. We still offer ERVS as one of many internally managed investment models. Today, our focus is on our Investment Adviser Representatives (IAR). Through our firm our IARs offer many models – both internally and externally managed. We partner with several Turnkey Asset Management Partners (TAMP) including Morningstar Investment Services, America Fund Service Company and Absolute Capital Management. We are open to new relationships our IARs bring to us.
Why is AEA Better For You?
Problems Worth Solving
- Insufficient participation in fees
- Low cost and robo-advisor competition
- You want to own / participate in the RIA
- Compliance and operating costs concerns
- Existing PM / Marketing is ineffective
Our Solutions
- Better for you. (Better fee split)
- Better for your clients. (Lower fees)
- A clear path to ownership
- Established/compliant business processes
- Participate in business decisions now
Our Team
Contact Us
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