Aaron Fulton is a CFP-designated registered investment advisor at Mariner, based in Bloomington, MN, with 23 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
4400 West 78th Street, Ste. 150, Bloomington, MN, 55435
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Regulatory History (1)
Regulatory
September 2016Employment History
Current Registrations
Mariner
Previous Registrations
Honkamp Krueger Financial Services INC
Proequities, INC.Broker
Securities America, INC.Broker
Sii Investments, INC.Broker
Financial Network Investment CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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
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