Aaron Szager is a CFP-designated registered investment advisor at Osborne Partners, based in Menlo Park, CA, with 18 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 734 clients with $2.7B 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
Relationships with total assets below $1,000,000 are charged 1.25%. Educational accounts such as 529 plans are charged 0.30%. Non-discretionary service accounts are charged 0.25%. Fees are negotiable under certain circumstances at the firm's discretion.
Fee Estimator
Location
525 Middlefield Rd, Suite 150, Menlo Park, CA, 94025
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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 →Employment History
Current Registrations
Osborne Partners
Previous Registrations
Summitry, LLC
Bluesky Wealth Advisors, LLC
Delta Financial Advisors, INC
H. Beck, INC.
UBS Financial Services INC.
Ferris, Baker Watts, LLC
State Registrations3 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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