Roman Brent is a registered investment advisor at Aerie Advisory Group LLC, based in Gig Harbor, WA, with 1 years of industry experience. Roman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 11 clients with $740M 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 $10.0M | 0.85% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Location
Gig Harbor, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roman provides investment-related consultation and research to private foundations and family trusts. He also serves on investment committees or boards.
Employment History
Current Registrations
Aerie Advisory Group LLC
Anacapa, LLC
State Registrations1 state
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.