Alan Aidekman is a registered investment advisor at Orange County Asset Management, based in Orange, CA, with 11 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 9 clients with $2.8M 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 $100K | 1.00% |
| $100K+ | 0.50% |
Advisory fees may be negotiable based upon prior relationships, the nature and complexity of the circumstances, as well as related account holdings.
Fee Estimator
Location
Orange, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Orange County Asset Management
State Registrations1 state
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