Aaron Fulton is a CFP-designated registered investment advisor at Mariner Wealth, based in Bloomington, MN, with 22 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
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% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4400 West 78th Street, Ste. 150, Bloomington, MN, 55435
Get directionsHistory
Regulatory History (1)
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Regulatory
September 2016Final
Employment History
Current Registrations
Mariner Wealth
May 2020 - Present · 5 yrs 11 mos
Previous Registrations
Honkamp Krueger Financial Services INC
December 2013 - May 2020 · 6 yrs 5 mos
Proequities, INC.Broker
January 2012 - May 2020 · 8 yrs 4 mos
Securities America, INC.Broker
October 2009 - December 2011 · 2 yrs 2 mos
Sii Investments, INC.Broker
December 2007 - October 2009 · 1 yr 10 mos
Financial Network Investment CorporationBroker
September 2005 - December 2007 · 2 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
January 2000 - February 2002 · 2 yrs 1 mo
State Registrations1 state
MN
Advisor
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.