Aaron Balsam is a CFA-designated registered investment advisor at Stairway Partners, LLC, based in Minneapolis, MN, with 12 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 58 clients with $2.4B 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 $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable for accounts greater than $25 million.
Fee Estimator
Location
4999 France Avenue South, Suite 255, Minneapolis, MN, 55410-1734
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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 →Employment History
Current Registrations
Stairway Partners, LLC
Previous Registrations
William BlairBroker
William Blair & Company L.L.C.
State Registrations2 states
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