Aaron Wassenaar
Aaron Wassenaar is a registered investment advisor at Action Point Retirement Group LLC, based in Middleville, MI, with 18 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. Their firm serves 21 clients with $88M 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 |
|---|---|
| Any | 1.00% |
Fees are calculated quarterly in arrears at an annualized rate of 1%. Fees are negotiable based on account size or household account aggregation.
Fee Estimator
Location
Middleville, MI
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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
The provided text only mentions "Investment services" without any further details about Aaron's other business activities. Therefore, it's impossible to determine the nature of his outside activities or whether they include insurance sales.
Employment History
Current Registrations
Action Point Retirement Group LLC
Previous Registrations
Fiduciary Financial Advisors
Action Point Financial Planning, LLC
Oppenheimer & CO. INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Waddell & Reed, INC.
Edward Jones
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.