Aaron Finch is a registered investment advisor at Oakley Financial LLC, based in Fort Mill, SC, with 19 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 35 clients with $53M 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 $50K | 1.25% |
| $50K - $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.50% |
| $500K+ | 0.25% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Location
Fort Mill, SC
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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 →Other Business ActivitiesSells Insurance
Aaron is a fixed insurance sales agent since 2003, dedicating minimal time to this activity. He also owns The Charming Cottage, LLC, a rental property, and spends minimal time overseeing its maintenance.
Employment History
Current Registrations
Oakley Financial LLC
Previous Registrations
Voya Financial Partners, LLCBroker
Princor Financial Services CorporationBroker
Sage, Rutty & CO., INC.
Sage, Rutty & CO., INC.Broker
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.