Daniel Aronson is a CFA-designated registered investment advisor at Epiq Partners, LLC, based in Minneapolis, MN, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 93 clients with $290M 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 | 1.00% |
Fees are annual fixed fees (or occasionally percentage-based) that will not exceed 1.0% and are negotiable. Clients are also subject to a minimum quarterly fee of $1,500 ($6,000 annually).
Fee Estimator
Location
2919 Knox Avenue South, Suite 200, Minneapolis, MN, 55408
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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 →Employment History
Current Registrations
Epiq Partners, LLC
State Registrations2 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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