AB
AB

Aaron Christopher Brown

21 Years of Experience
1 Disclosure
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
2458 advisors
Number of Clients
174,538 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$298.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.13%
$5M+1.00%

For Equity and Blended Accounts. Smaller client relationships (below $900,000 due to withdrawal) are billed at an annual rate of 1.50%. Fixed rates may be negotiated.

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

5525 NW Fisher Creek Drive, Camas, WA, 98607

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History

Regulatory History (1)
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Customer Dispute
October 2011
Denied
Other Business Activities

Aaron is a partner in Station LLC, a land development company, since 2021. He dedicates a few hours per week to owning and developing land for community events, food, and entertainment.

Employment History
Current Registrations
Fisher Investments
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
Cuso Financial Services, L.P.
February 2005 - August 2009 · 4 yrs 6 mos
Morgan Stanley
May 2003 - January 2005 · 1 yr 8 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.
Aaron Christopher Brown - Financial Advisor | TrueAdvisor