AG
AG

Aaron Guinn

13 Years of Experience
Camas, WA

Aaron Guinn is a registered investment advisor at Fisher Investments, based in Camas, WA, 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 High Net Worth, Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2954 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.85%
$25.0M - $50.0M0.80%
$50M+0.80%

Rates vary by investment strategy. The schedule shown reflects standard rates for core global equity strategies. Other strategies have different schedules, and fees for amounts above certain thresholds are negotiable.

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

5525 NW Fisher Creek Drive, Camas, WA, 98607

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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
Fisher Investments
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - February 2018 · 5 yrs 4 mos
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
State Registrations2 states
TXWA
Advisor

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Exams
No exam information available for this advisor.
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