MA
MA

Marc Aarons

21 Years of Experience
Las Vegas, NV
Sells Insurance

Marc Aarons is a registered investment advisor at Money Managers, INC., based in Las Vegas, NV, with 21 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 171 clients with $53M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
171 clients
Average Client Portfolio
$311K average
Assets Under Management
$53.2M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $500K2.00%
$500K - $1.4M1.80%
$1.4M - $5.0M1.30%
$5M+1.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7495 W Azure Drive, 110, Las Vegas, NV, 89130

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Marc sells health insurance for Blue Cross of CA & Blue Shield of CA, dedicating a few hours per week, and for Kaiser Insurance of CA, dedicating minimal time. Marc also manages rental property, spending a few hours per week on managing and repairs.

Employment History
Current Registrations
Money Managers, INC.
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Financial Advisers of America, LLC
June 2008 - August 2009 · 1 yr 2 mos
Crown Capital Securities, L.P.
March 2004 - June 2008 · 4 yrs 3 mos
State Registrations2 states
CANV
Advisor

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
No exam information available for this advisor.