Aaron Nielsen is a registered investment advisor at Shared Prosperity Group, based in Portland, OR, with 12 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, Investment Management. Their firm serves 1 clients with $680K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
5441 S Macadam Ave, Ste N, Portland, OR, 97239
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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 →Employment History
Current Registrations
Shared Prosperity Group
Previous Registrations
Empower Advisory Group, LLC
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Fisher Investments
Mariner Wealth Advisors
Mariner Wealth Advisors, LLC
Hd Vest Investment ServicesBroker
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.