Aaron Price is a CFA-designated registered investment advisor at Ieq Capital, LLC, based in Foster City, CA, 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. Their firm serves 1,963 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IEQ Capital charges an annual management fee of up to 1% of the assets they manage. The fee is negotiable and can vary based on the type of account, the client's relationship with IEQ, the size and complexity of the assets, and the investment strategies used. Some clients have a minimum quarterly fee of $6,250, but this can be negotiated lower. For clients invested in private funds where IEQ serves as a sub-advisor, IEQ receives a sub-advisory fee of up to 1.0% directly from the fund instead of collecting management fees under the investment management agreement.
Location
950 Tower Lane, Suite 1800, Foster City, CA, 94404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is an associated person of IEQ Capital, LLC, an SEC registered investment adviser, and devotes most of his time to this role. He also owns rental real estate property through a family revocable trust, making all investment-related decisions outside of normal business hours.
Employment History
Current Registrations
Ieq Capital, LLC
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Fisher Investments
Deutsche Bank Securities INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 states
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