Aaron Andreas is a registered investment advisor at Arbor Wealth Advisors LLC, based in Troy, MI, with 15 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 66 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arbor Wealth charges a fixed annual retainer fee for investment management services, invoiced quarterly in advance. The fees range from $8,000 to $50,000 per year, depending on the complexity of the services. These fees may be negotiable.
Location
801 W Big Beaver Road, Suite 300, Troy, MI, 48084
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
Arbor Wealth Advisors LLC
Previous Registrations
Baron Wealth Management, LLC
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.