Aaron Squires is a CFA, CFP-designated registered investment advisor at Squires Law & Squires Investments, LLC, based in Reno, NV, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 73 clients with $130M 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 $15.0M | 1.00% |
| $15.0M - $20.0M | 0.90% |
| $20.0M - $30.0M | 0.80% |
| $30M+ | 0.70% |
Fees are negotiable. Clients can negotiate a fee waiver provision where the fee is waived if the account has a negative return for the year. This adds an additional 0.4% to the standard fee if the account has a positive return.
Fee Estimator
Location
Reno, NV
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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
No outside business activities were provided for Aaron Squires, Esq., CPA. Therefore, there is no information to summarize.
Employment History
Current Registrations
Squires Law & Squires Investments, LLC
Previous Registrations
Arkadios Wealth Advisors
Resource Investment Architects, INC.
Summit Wealth Investments
Squires & Armentrout Investments
Sanchez Wealth Management, LLC
Resource Capital Management, LLC
Qa3 Financial LLC
Alliance Advisory & Securities, INC
State Registrations1 state
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