Aaron Boehm is a registered investment advisor at Copia Wealth Management, based in Bend, OR, with 26 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 288 clients with $160M 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 $350K | 1.75% |
| $350K - $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may be negotiable. At Adviser's discretion, Adviser may combine/bundle the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
572 SW Bluff Drive #100, Bend, OR, 97702
Get directionsHistory
Regulatory History (4)
Regulatory
June 2011Customer Dispute
June 2010Customer Dispute
February 2010Customer Dispute
October 2003Other Business Activities
Aaron is a licensed real estate agent in Oregon, though not currently practicing, and a high school baseball coach. Coaching takes about 10-20% of Aaron's time.
Employment History
Current Registrations
Copia Wealth Management
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations4 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.