Aaron Tice
Aaron Tice is a CFP-designated registered investment advisor at Delphi Wealth Partners, based in Grand Junction, CO, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 82 clients with $62M 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 $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.65% |
| $1.5M - $2.5M | 0.55% |
| $2.5M+ | 0.50% |
Fees are negotiable. Household accounts are combined for fee calculation purposes.
Fee Estimator
Location
Grand Junction, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Aaron owns Tice Tax LTD, a tax preparation business, and is an officer of DAELT LLC, a real estate holding company. He also co-owns Aqua Vita GJ, a mobile IV hydration and nutrition business, and owns WSAS Insurance Brokerage, LLC, which is currently a shell company.
Employment History
Current Registrations
Delphi Wealth Partners
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations8 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
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