Aaron Adcock is a registered investment advisor at Captrust, based in Chesterton, IN, with 21 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
3100 Village Point, Ste 200, Chesterton, IN, 46304
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2019Other Business Activities
Aaron is a member of the Town of Burns Harbor Plan Commission since 2022, reviewing building codes and making recommendations to the town council. This activity requires minimal time.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Lakeside Wealth Management Group, LLC
First Allied Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations11 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.