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Aurelio Reyes

16 Years of Experience
Woodridge, IL
Broker

Aurelio Reyes is a registered investment advisor at Fifth Third Securities, INC., based in Woodridge, IL, with 16 years of industry experience. Aurelio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2353 63rd St, Woodridge, IL, 60517

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Aurelio owns an online clothing sales business (Dance Dad Club) and a vending operation (Papa's Healthy Vending). He also works as a DoorDash driver, spending a few hours per week on these activities.

Employment History
Current Registrations
Fifth Third Securities, INC.
October 2018 - Present · 7 yrs 11 mos
Fifth Third Securities, INC.Broker
October 2018 - Present · 7 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2018 - August 2018 · 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2018 · 5 yrs 7 mos
Chase Investment Services CORP.Broker
December 2009 - October 2012 · 2 yrs 10 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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
No exam information available for this advisor.
Aurelio Reyes - Financial Advisor | TrueAdvisor