Aaron Neeley is a registered investment advisor at Harold Dance Investments, based in Logan, UT, with 11 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 298 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harold Dance Investments charges an annual fee for managing your investments, calculated as a percentage of the value of your portfolio. This fee ranges from 0.25% to 1.00% per year, billed quarterly. The specific fee may be negotiable depending on the investments, the level of involvement required from HDI, and your individual circumstances. HDI does not charge advisory fees on assets that provide direct compensation to the firm through sales commissions or service charges.
Location
72 E Center Street, Logan, UT, 84321
Get directionsHistory
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 →Other Business Activities
Aaron is a member of 360 North Main, LLC, a commercial real estate rental business, since 2015. He spends minimal time on this activity and receives a portion of the profits.
Employment History
Current Registrations
Harold Dance Investments
Harold Dance InvestmentsBroker
Previous Registrations
Goldman, Sachs & CO.Broker
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.