James Aronson is a registered investment advisor at Aronson Asset Management, INC., based in Savannah, GA, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 22 clients with $22M 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 $250K | 1.00% |
| $250K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
All fees are negotiable.
Fee Estimator
Location
Savannah, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the general manager for Stone Mountain Financial Services, Inc., a computer leasing company owned by his wife. He assists with general business strategies, collections, and sales, dedicating about 10-20% of his time as needed.
Employment History
Current Registrations
Aronson Asset Management, INC.
State Registrations2 states
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