Aaron Schmoekel is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Roseville, CA, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Location
2901 Douglas Blvd, Suite 250Roseville95661, Roseville, CA, 95661
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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
Aaron is a board member for Woodland Healthcare Foundation, dedicating minimal time. He also owns a rental property and serves as the Club Treasurer for Woodland Sunrise Rotary Club, spending minimal time on each activity.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Smart Investor, LLC
LPL Financial LLCBroker
LPL Financial LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations2 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.
Exams
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