Aem Asset Management, LLC

AEM Asset Management, LLC is a registered investment adviser based in Somerset, New Jersey, providing investment advisory services since September 1, 2020. The firm offers discretionary portfolio management services, allowing clients to grant discretionary authority for account management. Non-discretionary portfolio management services are also available, requiring client approval before transactions. Financial planning services are offered, tailored to individual financial circumstances and objectives. The firm's annual fee for portfolio management services is negotiable, not exceeding 1.75% of assets under management, billed quarterly. Financial planning fees range from $250.00 to $1,000.00, with hourly rates between $100 and $300. AEM Asset Management does not participate in wrap fee programs and advises on various investment types, including equities, mutual funds, and options contracts. The firm primarily uses charting, technical, fundamental, and cyclical analysis, among other strategies, to guide investment decisions. AEM Asset Management does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, charitable organizations, and corporations, without requiring a minimum account size. Clients are responsible for voting securities and are encouraged to consult a tax professional for tax considerations. AEM Asset Management does not have any disciplinary information or financial impairments that would affect client commitments.