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 Investment Management. Their firm serves 81 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EPIQ Partners provides investment management services for an annual fixed fee which is negotiable and will not exceed 1% of the assets under management. In limited instances, the firm has negotiated a fee based directly on a percentage of assets under management, which also will not exceed 1%. This fee is charged quarterly in advance. There is a minimum quarterly fee of $1,500.
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.
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Current Registrations
Epiq Partners, LLC
State Registrations1 state
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