Aaron Jeffries is a registered investment advisor at Nicholas Hoffman & Company, LLC, based in Atlanta, GA, with 8 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. Their firm serves 409 clients with $8.3B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may be negotiable or waived on a client-by-client basis. A fixed fee or minimum portfolio value/fee may also be negotiated. Pre-existing advisory clients are subject to minimum fee requirements and advisory fees in effect at the time the client entered into the advisory relationship.
Fee Estimator
Location
Two Midtown Plaza, 1349 West Peachtree Street St. NW, Suite 1050, Atlanta, GA, 30309-2929
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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
Aaron owns and manages a rental property in Atlanta, Georgia, dedicating minimal time to it. This activity began in 2014 and is not investment-related.
Employment History
Current Registrations
Nicholas Hoffman & Company, LLC
Previous Registrations
Suntrust Investment Services, INC.Broker
E*trade Securities LLCBroker
Opus Trading Fund LLCBroker
State Registrations1 state
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