Aris Bofiles
Aris Bofiles is a registered investment advisor at RBC Capital Markets, LLC, based in Mequon, WI, with 28 years of industry experience. Aris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
Newport Square Building, 10528 N. Port Washington Road, Mequon, WI, 53092
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Aris is a committee/council member at St. Constantine and Helen Church, where he ushers, works at events, attends meetings, and helps manage church finances. He dedicates minimal time to this activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Dean Witter Reynolds INC.Broker
State Registrations36 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.