Aaron Cheesman is a registered investment advisor at Capital Analysts, based in Tallahassee, FL, with 19 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
1410 Piedmont Drive East, Tallahassee, FL, 32308
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 →Other Business Activities
Aaron is the head baseball coach for a youth travel team and a volunteer assistant coach for a high school team, dedicating a few hours per week to each. He also serves on the school board for St. Martha Catholic School, spending minimal time on this activity.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Signator Financial Services, INC.
Signator Financial Services, INC.Broker
Empire Investment Advisors. INC
Angelotti/rosenberg Asset Management
Empire Financial Group, INC.Broker
State Registrations23 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.
Exams
More Advisors
- Casey Caldwell, ChFCCapital Analysts
- Larry Sokolow, ChFCCapital Analysts
- Deborah James, CFPCapital Analysts
- Benjamin Bowersox, CFPLPL Financial LLC
- Charles Jackson, CFASoutheast Asset Advisors, LLC
- Allen Sasser, CFPLincoln Investment