Aaron Gagnier
Aaron Gagnier is a registered investment advisor at Success Wealth Management LLC, based in Somerset, MA, with 14 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 772 clients with $97M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. SWM also manages assets held away, charging a negotiable annual fee not to exceed 0.75%.
Fee Estimator
Location
1680 GAR Hwy, Somerset, MA, 02726
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 →Other Business ActivitiesSells Insurance
Aaron is an independent insurance agent and District Vice President at Charter Financial Group since 2018, managing 15 agents. This is considered an investment-related activity and takes about a quarter of his time.
Employment History
Current Registrations
Success Wealth Management LLC
Previous Registrations
Questar Asset Management, INC.
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Grayson Financial LLCBroker
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.