Aaron Bates is a CFP-designated registered investment advisor at Whitcomb & Hess, INC., based in Ashland, OH, with 22 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,368 clients with $490M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Includes a minimum fee of $25 per quarter for individuals and organizations. Fees are not negotiable.
Fee Estimator
Location
1020 Cleveland Avenue, Ashland, OH, 44805
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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 →Employment History
Current Registrations
Whitcomb & Hess, 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.
Exams
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