Aaron Kirsch
Aaron Kirsch is a CFP-designated registered investment advisor at Greenup Street Wealth Management LLC, based in Calabasas, CA, with 25 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, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 973 clients with $900M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
24013 Ventura Blvd, Suite 202, Calabasas, CA, 91302
Get directionsHistory
Regulatory History (2)
Financial
December 2016Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Aaron is an insurance agent since 2010, reviewing insurance needs and recommending life insurance or annuity products. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Greenup Street Wealth Management LLC
Previous Registrations
Spotlight Asset Group
Cetera Advisors LLCBroker
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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
More Advisors
- Kristin Dillon, CFPMorton Wealth
- Joseph Seetoo, CFA, CFPMorton Wealth
- Gina Lapiner, CFPAmeriprise Financial Services, LLC
- Elias Vera, CFA, CFPMorton Wealth
- Michael Privett, ChFCMorton Wealth
- Lisa Evans, ChFCLPL Financial LLC