Aaron Harken
Aaron Harken is a registered investment advisor at Cgi Wealth Advisors, INC., based in Frazer, PA, with 28 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 111 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees may be subject to negotiation under certain circumstances.
Fee Estimator
Location
Swedesford Corporate Center, 601 Swedesford Road, Frazer, PA, 19355
Get directionsHistory
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 an investment advisor with The Conestoga Group, Inc. He dedicates about 10-20% of his time to fixed insurance sales as an agent in a branch location.
Employment History
Current Registrations
Cgi Wealth Advisors, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Fsc Securities CorporationBroker
New England SecuritiesBroker
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.