Aaron Leone
Aaron Leone is a registered investment advisor at Baker Street Asset Management, LLC, based in Sausalito, CA, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 91 clients with $92M 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 | 1.75% |
| $500K - $1.0M | 1.60% |
| $1M+ | 1.50% |
Fees are negotiable, with a maximum annual fee of 1.75%.
Fee Estimator
Location
1 Harbor Drive, Suite 300, Sausalito, CA, 94965
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2018Customer Dispute
September 2005Other Business ActivitiesSells Insurance
Aaron owns and manages rental properties, dedicating a few hours per week to this activity. He also sells non-variable insurance in San Francisco, spending minimal time on it.
Employment History
Current Registrations
Baker Street Asset Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wm Financial Services, INC.Broker
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.