Aaron Smith
Aaron Smith is a registered investment advisor at Smith Company Financial Advisors / Fusion Funds, based in Chino Hills, CA, with 24 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fusion Advisor's fees are negotiated with each client and may be charged as a percentage of the value of your portfolio, a fixed fee, or another agreed-upon arrangement.
Location
Chino Hills, CA
Get directionsHistory
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 →Employment History
Current Registrations
Smith Company Financial Advisors / Fusion Funds
Previous Registrations
Morgan Stanley
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.