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Aron Marcinkoski

Ip Financial Advisory Services LLC
19 Years of Experience
Miami Beach, FL
1 DisclosureBroker
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Aron Marcinkoski is a registered investment advisor at Ip Financial Advisory Services LLC, based in Miami Beach, FL, with 19 years of industry experience. Aron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.

Ip Financial Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
133 advisors
Number of Clients
2,001 clients
Average Client Portfolio
$241K average
Assets Under Management
$481.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K+2.00%

Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Miami Beach, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2006
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ip Financial Advisory Services LLC
September 2023 - Present · 3 yrs 1 mo
Innovation Partners LLC
July 2023 - Present · 3 yrs 3 mos
Innovation Partners LLCBroker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Newbridge Securities CorporationBroker
February 2021 - August 2021 · 6 mos
Windsor Street Capital, LPBroker
November 2013 - December 2016 · 3 yrs 1 mo
J.P. Turner & Company, L.L.C.Broker
August 2011 - October 2013 · 2 yrs 2 mos
Liberty Partners Financial Services, LLCBroker
January 2011 - January 2011 · 0 mos
Liberty Partners Financial Services, LLCBroker
June 2009 - August 2010 · 1 yr 2 mos
Broad Street Securities, INC.Broker
June 2004 - June 2009 · 5 yrs
Lloyd, Scott & Valenti, LTD.Broker
October 2003 - May 2004 · 7 mos
Raike Financial Group INC.Broker
February 2003 - October 2003 · 8 mos
Morgan Wilshire Securities, INC.Broker
November 2001 - October 2002 · 11 mos
Raike Financial Group INC.Broker
January 2001 - August 2001 · 7 mos
Carnegie Investor Services INC.Broker
March 1999 - January 2001 · 1 yr 10 mos
State Registrations4 states
AZCAFLNV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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