Aaron Kirchoff is a CFA-designated registered investment advisor at Unest Advisers, LLC, based in Marietta, GA, with 2 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Socially Responsible Investing. Their firm serves 20,394 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Clients also pay a flat platform fee of $2.00 per account per month in addition to the 0.25% annual management fee. Legacy tier pricing applies fixed monthly or annual subscription fees instead.
Fee Estimator
Location
Marietta, GA
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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 →Employment History
Current Registrations
Unest Advisers, LLC
1180 Manager LLC
Previous Registrations
Ak Investment Consulting
State Registrations2 states
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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