Aaron Dahlgren Miller

CFA

Scharf Investments, LLC

8 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Scharf Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

1,523 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$4.2B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Location

16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Scharf Investments, LLC

March 2020 - Present · 5 yrs 11 mos

Previous Registrations

Wells Fargo Advisors, LLC

July 2011 - January 2014 · 2 yrs 6 mos

Raymond James Financial Services Advisors, INC

July 2010 - July 2010 · 0 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.