Aaron Skloff is a CFA-designated registered investment advisor at Skloff Financial Group, based in Naples, FL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 444 clients with $110M 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 | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Annual fee is negotiable based on various criteria.
Fee Estimator
Location
Naples, FL
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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 is the CEO of Skloff Financial Group, a registered investment advisor, dedicating nearly full-time hours to financial planning and investment management. He also engages in fixed insurance sales, selling life and health policies, taking about half of his time, and works as a wholesaler for Himmelstein Financial, dedicating about a quarter of his time. Additionally, Aaron dedicates minimal time to teaching adult financial education and instructing finance courses.
Employment History
Current Registrations
Skloff Financial Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Hsbc Brokerage (USA) INC.Broker
Palisade Capital Securities, L.L.C.Broker
Ladenburg, Thalmann & CO., INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
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.