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Aaron Drone

24 Years of Experience
Clermont, FL
1 DisclosureBroker

Aaron Drone is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clermont, FL, with 24 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1635 E Highway 50, Executve Suite 212, Clermont, FL, 34711-5034

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History

Regulatory History (1)
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Customer Dispute
April 2012
Denied
Other Business Activities

Aaron owns a business at 7450 Postal Colony, spending minimal time on it. He also works for Orange County Public Schools, dedicating about 10-20% of his time, including during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2002 - Present · 24 yrs 2 mos
Ameriprise Financial Services, LLC
March 2002 - Present · 24 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2002 - Present · 24 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
March 2002 - July 2006 · 4 yrs 4 mos
State Registrations9 states
FLIAILINKSMIOKTXWA
AdvisorBrokerBoth

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.
Aaron Drone - Financial Advisor | TrueAdvisor