Aaron Suzar is a registered investment advisor at As Investments, LLC, based in Los Altos, CA, with 13 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AS Investments charges a percentage of the value of your investments. The fee ranges from 0.50% to 1.25% per year, depending on the complexity of the services, the investment requirements, the amount of assets managed, and the overall relationship with AS Investments. More complex relationships may be charged a higher fee. Fees are negotiable at AS Investments' discretion.
Location
Los Altos, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is the founder and managing principal of ABS Innovations, LLC, a corporation focused on innovation and developing business concepts. He dedicates about 10-20% of his time to this venture.
Employment History
Current Registrations
As Investments, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
L & S Advisors, INC
Alpha Analytics Investment Group LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS International INC.
UBS International INC.Broker
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.