AK
AK

Aaron Krauss

15 Years of Experience
Brookhaven, GA
1 DisclosureBroker

Aaron Krauss is a registered investment advisor at Bahl & Gaynor LLC, based in Brookhaven, GA, with 15 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 889 clients with $21B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
889 clients
Average Client Portfolio
$23.6M average
Assets Under Management
$21.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.65%
$5M+0.50%

Fees and services are negotiable. The minimum annual account fee is $10,000, which may be waived or discounted.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Brookhaven, GA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2013
Other Business Activities

Aaron is a registered representative with Quasar Distributors, LLC, which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.

Employment History
Current Registrations
Bahl & Gaynor LLC
March 2024 - Present · 2 yrs 7 mos
Quasar Distributors, LLC
October 2023 - Present · 3 yrs
Quasar Distributors, LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
CUNA Brokerage Services, INC.Broker
June 2022 - August 2023 · 1 yr 2 mos
Invesco Distributors, INC.Broker
September 2020 - June 2022 · 1 yr 9 mos
John Hancock Distributors LLCBroker
June 2016 - September 2020 · 4 yrs 3 mos
Lincoln Financial Distributors, INC.Broker
January 2013 - March 2013 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2009 - January 2013 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - January 2013 · 3 yrs 10 mos
Maxim Group LLCBroker
August 2007 - January 2009 · 1 yr 5 mos
State Registrations7 states
GAMTNDNENMSDWY
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.
More Advisors