Aaron Smith
Aaron Smith is a registered investment advisor at Stratos Wealth Partners, LTD, based in Fostoria, OH, with 34 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.
Fee Estimator
Location
893 N Countyline St, Fostoria, OH, 44830
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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 ActivitiesSells Insurance
Aaron operates Financial Design as a DBA for his LPL business and is the owner of BMS Financial Design Agency of Ohio, an insurance agency. He also provides investment advisory services through Stratos Wealth Partners, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Jefferson Pilot Securities CorporationBroker
Chubb Securities CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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