Aaron Shafter
Aaron Shafter is a registered investment advisor at Great Mountain Capital Management LLC, based in Lincolnwood, IL, with 21 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Mountain Capital Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 1.00% to 1.25% per year, charged quarterly. The exact percentage depends on the types of investments and the size of your account. Accounts with municipal bonds will be charged a fee at the lower end of the range, while accounts with equity securities will be charged a fee at the higher end of the range. Larger accounts will be charged a lower investment management fee.
Location
Lincolnwood, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Great Mountain Capital Management LLC
State Registrations1 state
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