Aaron Junk is a registered investment advisor at Panteles Advisors, based in Argyle, TX, with 27 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 26 clients with $68M 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% |
Investment management fees are negotiated and will not exceed 1.00% of the assets under management. For qualified-investor clients, the advisor may instead agree to (i) a negotiated flat fee in lieu of a market-value-based fee, and/or (ii) a performance-based fee or similar incentive structure calculated on returns exceeding a mutually negotiated preferred return.
Fee Estimator
Location
415 Us 377, Suite 110, Argyle, TX, 76226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Aaron is the owner and manager of Dutch Haven, LLC, a holding company for personal non-exchange traded investments. He also owns and manages JY5, LLC, which provides administrative services for the holding company; both activities require minimal time.
Employment History
Current Registrations
Panteles Advisors
Previous Registrations
Hartford Funds
Hartford Funds Distributors, LLCBroker
J.P. Morgan Institutional Investments INC.Broker
Jpmorgan Distribution Services, INC.Broker
Rydex Advisory Services, LLC
Rydex Distributors, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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