Lori Aronson is a registered investment advisor at Aronson Asset Management, INC., based in Savannah, GA, with 22 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 22 clients with $22M 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 $250K | 1.00% |
| $250K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
All fees are negotiable.
Fee Estimator
Location
Savannah, GA
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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.
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Lori owns Stone Mountain Financial Services, Inc., which is her primary job. She assists with her husband's company, Aronson Asset Management, Inc., only when asked, dedicating minimal time.
Employment History
Current Registrations
Aronson Asset Management, INC.
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.