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Aaron Harrison is a registered investment advisor at Vertis Wealth, LLC, based in Kalamazoo, MI, with 13 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 682 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
682 clients
Average Client Portfolio
$169K average
Assets Under Management
$115.1M
Fee Structure
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
107 W. Michigan Ave., Unit 3, Kalamazoo, MI, 49007
Get directionsHistory
Regulatory History (2)
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Financial
June 2023Pending
Employment Separation After Allegations
March 2023Employment History
Current Registrations
Vertis Wealth, LLC
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Citizens Securities, INC.
April 2023 - August 2023 · 4 mos
Citizens Securities, INC.Broker
March 2023 - August 2023 · 5 mos
Citizens Securities, INC.
March 2023 - March 2023 · 0 mos
Ameriprise Financial Services, LLC
March 2012 - March 2023 · 11 yrs
Ameriprise Financial Services, LLCBroker
February 2012 - March 2023 · 11 yrs 1 mo
State Registrations6 states
ALFLILMINJTN
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.