Aaron Steele
Aaron Steele is a registered investment advisor at Independent Financial Partners, based in Olympia, WA, with 11 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B 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 $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
Olympia, WA
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2004Customer Dispute
October 2002Customer Dispute
November 2000Employment Separation After Allegations
May 2000Other Business Activities
Aaron owns a janitorial business called Sound Cleaning since 2008. He spends a few hours per week on this activity, with half of that time occurring during securities trading hours.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Bedrock Investment Advisors
Bedrock Investment Advisors
Banc of America Investment Services, INC.
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.
Exams
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