Aaron Lannon is a registered investment advisor at Iliad Wealth Solutions, based in Mesa, AZ, with 6 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 125 clients with $39M 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 - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable at Iliad Wealth Solutions' sole discretion. Clients will not be charged a total management fee over 2%.
Fee Estimator
Location
Mesa, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is an assistant to a seller's agent at Summit Real Estate Professionals and holds an Arizona Real Estate License. He dedicates minimal time to this activity, earning approximately $3,000 in commission last year.
Employment History
Current Registrations
Iliad Wealth Solutions
Previous Registrations
Rovin Capital
State Registrations1 state
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