Gregory Aagaard is a CFP-designated registered investment advisor at Rai Wealth, based in Naperville, IL, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 414 clients with $410M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee may require a Model Administration fee of 0.10%, resulting in an initial total fee of up to 1.35%.
Fee Estimator
Location
1700 Park Street, Suite 106, Naperville, IL, 60563
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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 Activities
Gregory is a registered representative with a broker-dealer, working as a financial advisor and relationship manager since 2021. This role takes up Gregory's full-time work hours.
Employment History
Current Registrations
Rai Wealth
Previous Registrations
Securities America Advisors, INC.
Tc Wealth Partners, LLC
Elkhorn Securities, LLCBroker
Cape Securities INC.Broker
Elkhorn Investments
Claymore Advisors, LLC
Guggenheim Funds Distributors, LLCBroker
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.