Aaron Gardner
Aaron Gardner is a registered investment advisor at Parallel Equity Advisors LTD., based in Dublin, OH, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 387 clients with $50M 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 $25K | 2.00% |
| $25K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
This is a flat or breakpoint fee schedule, meaning the entire portfolio is charged the same asset management fee once a certain threshold is crossed.
Fee Estimator
Location
5650 Blazer Parkway, Suite 112, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Employment History
Current Registrations
Parallel Equity Advisors LTD.
Fortune Financial Services, INC.Broker
Previous Registrations
MML Investors Services, INC.Broker
Securian Financial Services, INC.Broker
MML Investors Services, INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations6 states
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.