Aaron Lassanske is a CFA-designated registered investment advisor at Svb Wealth, based in Boston, MA, with 16 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,101 clients with $3.1B 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 - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Fees are assessed quarterly in advance. Householding is used to aggregate accounts for fee calculation. SVB Wealth may negotiate fees based on account type, size, and services provided.
Fee Estimator
Location
53 State St, 28th Floor, Boston, MA, 02109
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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 works as a Portfolio Strategist for First Citizens Asset Management and SVB Wealth, meeting with clients to discuss investment capabilities. These activities each take about 10-20% of his time and are investment-related.
Employment History
Current Registrations
Svb Wealth
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Previous Registrations
First Citizens Asset Management, INC
Blackrock Financial Management, INC
Blackrock Investments, LLCBroker
Blackrock Financial Management, INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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