Aaron Christopherson is a CFP-designated registered investment advisor at Ims Capital Management, based in Clackamas, OR, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 278 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Management fee schedule and minimum account size are negotiable.
Fee Estimator
Location
9200 SE Sunnybrook Boulevard, Suite 170, Clackamas, OR, 97015
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 President of ZJC, Inc., a tax-related pass-through entity managing income and expenses related to his role with Pinnacle Wealth Advisors, Inc. This activity is not investment-related.
Employment History
Current Registrations
Ims Capital Management
Pinnacle Wealth Advisors
Previous Registrations
Security First Advisors
State Registrations3 states
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