Aris Tatevosian
Aris Tatevosian is a registered investment advisor at Fifth Third Securities, INC., based in Oak Park, IL, with 24 years of industry experience. Aris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
840 South Oak Park Avenue, Oak Park, IL, 60304
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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
Aris is an owner/landlord of a rental property in Miami Beach. This activity requires minimal time and is not securities related.
Employment History
Current Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Previous Registrations
Country Capital Management CompanyBroker
Northwestern Mutual Investment Services,llc
Arlington Capital Management, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
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Banc One Securities Corporation
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State Registrations5 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.