Aran Sahagun
Aran Sahagun is a registered investment advisor at Financial Management Network INC, based in Mission Viejo, CA, with 23 years of industry experience. Aran is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,528 clients with $2.1B 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Rates apply to standard management accounts opened after July 1, 2002. Complex portfolios opened after September 30, 2011 are charged between 0.60% and 1.25%. Accounts over $3,000,000 are negotiable. Clients also pay a first-year start-up fee equal to two times the annual management fee.
Fee Estimator
Location
26041 Acero, Mission Viejo, CA, 92691
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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
Aran is the president of an S Corp used for income from FMN & FMNCC, and the S Corp receives all pay for Aran from those entities. Aran is also an appointed agent of various insurance companies with a California insurance license for life, health, and variable products, and a minority owner (5%) of FMN Centerpointe West LLC, a commercial real estate venture.
Employment History
Current Registrations
Financial Management Network INC
Fmn Capital CorporationBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Triad Advisors, INC.Broker
Wealth Management & Business Concepts
Wealth Management & Business Concepts
Valmark Securities, INC.Broker
State Registrations6 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.
Exams
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