Aaron Klop
Aaron Klop is a registered investment advisor at Ohlmann Investment Advisors LLC, based in Traverse City, MI, with 8 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 59 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
Traverse City, MI
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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 a licensed insurance agent and may offer clients advice or products related to this activity. Clients should be aware of a potential conflict of interest due to commissions.
Employment History
Current Registrations
Ohlmann Investment Advisors LLC
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.