AS
AS

Adrianna Stasiuk

13 Years of Experience
Chicago, IL

Adrianna Stasiuk is a registered investment advisor at Aaron Wealth Advisors, based in Chicago, IL, with 13 years of industry experience. Adrianna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 176 clients with $4.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
176 clients
Average Client Portfolio
$24.4M average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:$10M
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

The annual fee for portfolio management services will not exceed 1.25%. The fee is negotiable depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

515 N. State St., Suite 1770, Chicago, IL, 60654

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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.

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Employment History
Current Registrations
Aaron Wealth Advisors
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2012 - October 2020 · 8 yrs 3 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.