Aaron Ammerman is a registered investment advisor at Alpha Financial Partners LLC, based in Lexington, KY, with 30 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 402 clients with $460M 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 $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
319 Cedar St., Suite 201, Lexington, KY, 40508
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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 cofounder and member of Alpha Financial Partners, an RIA, dedicating about a quarter of his time. He also serves on the board of trustees for Asbury University and the Henry Clay Memorial Foundation, and is the board chairman for the Blue Grass Institute for Public Policy Solutions, each requiring minimal time.
Employment History
Current Registrations
Alpha Financial Partners LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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