Aaron Soderberg is a registered investment advisor at Birdrock Wealth, based in Minneapolis, MN, with 10 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 212 clients with $140M 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 | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable at BirdRock's discretion. Clients who engaged BirdRock prior to the current minimum fees will be held to the fee schedule in place at the time their contract was signed.
Fee Estimator
Location
Minneapolis, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Aaron is a Director and Secretary at Portable Securities of MN, Inc., a company that rents storage containers. He spends about a quarter of his time on this, mostly in the evenings, and a few hours per week during trading hours, sharing responsibilities with a partner at the securities firm.
Employment History
Current Registrations
Birdrock Wealth
State Registrations1 state
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