David Trott is a registered investment advisor at Aragorn LTD., based in Milton, MA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 21 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.70% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Aragorn may negotiate a lower management fee based upon certain criteria.
Fee Estimator
Location
Milton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the President/Owner of David C. Trott, P.C., a law firm established in 1983, where he works as a lawyer providing tax, business, and estate planning services. He spends about 10-20% of his time on this activity, with half of that time occurring during trading hours.
Employment History
Current Registrations
Aragorn LTD.
State Registrations1 state
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