Aaron Balch
Aaron Balch is a CFP-designated registered investment advisor at Bartlett & CO. Wealth Management LLC, based in Cincinnati, OH, with 13 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,257 clients with $9.4B 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 $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Fees are negotiable. Bartlett does discount or waive fees for employees, family members, or friends of the firm at our sole discretion.
Fee Estimator
Location
600 Vine Street, Suite 2100, Cincinnati, OH, 45202-2466
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 →Employment History
Current Registrations
Bartlett & CO. Wealth Management LLC
Previous Registrations
Morningstar Investment Services LLCBroker
Morningstar Investment Services LLC
Metlife Securities INC.
Metlife Securities INC.Broker
New England SecuritiesBroker
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
PNC InvestmentsBroker
MML Investors Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.