Aaron Harrison is a registered investment advisor at Vertis Wealth, LLC, based in Chicago, IL, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 835 clients with $140M 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 $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% |
Fees are negotiable based on the representative, client type, portfolio complexity, and total assets. Minimum annual fee of $3,000 applies.
Fee Estimator
Location
875 North Michigan Ave., Unit 3940, Chicago, IL, 60611
Get directionsHistory
Regulatory History (2)
Financial
June 2023Employment Separation After Allegations
March 2023Employment History
Current Registrations
Vertis Wealth, LLC
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Citizens Securities, INC.
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations6 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
More Advisors
- Deshawn Peterson, CFPMidland Wealth Management
- Michelle Pecyna, CFPRockefeller Capital Management
- Ian Clark, CFPBrownson, Rehmus & Foxworth, INC.
- Frederick Paulman, CFPCuri Capital, LLC
- Matthew Lohr, CFP
- Lucas Perkins, CFPVALIC Financial Advisors, INC.