Aaron Muhs
Aaron Muhs is a registered investment advisor at Catalyst Financial Nw Corporation, based in Gresham, OR, with 14 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, Retirement Planning. Their firm serves 1,068 clients with $230M 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1733 E. Powell Blvd., Suite 104, Gresham, OR, 97030
Get directionsHistory
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 an agent/limited partner offering various insurance products including accident & health, disability, property & casualty, traditional life insurance, fixed annuities, and health savings accounts since 2011. This takes about a quarter of his time, with about half of that time occurring during trading hours.
Employment History
Current Registrations
Catalyst Financial Nw Corporation
Previous Registrations
American Service CORP.
Country Trust Bank
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.