Aaron Beltrami is a CFP-designated registered investment advisor at Crestwood Advisors, based in Boston, MA, with 25 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,128 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Most client agreements specify a fee rate starting at 1%. Fees are negotiable and vary based on portfolio value, strategy, and complexity. Legacy clients pay various historical rates.
Fee Estimator
Location
One Liberty Square, Suite 500, Boston, MA, 02109
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2007Employment History
Current Registrations
Crestwood Advisors
Previous Registrations
Crestwood Advisors LLC
Strategic Advisers, 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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