Aaron Squires is a CFA, CFP-designated registered investment advisor at Squires Law & Squires Investments, LLC, based in Reno, NV, with 14 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. 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 can range between 0.1% to 1.40% depending on client circumstances and are negotiable by contract.
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.
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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
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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