Aaron Pierce is a CFP-designated registered investment advisor at Truevine Family Wealth, based in Naples, FL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 17 clients with $67M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.25% |
Fees are generally negotiable. Clients that engage TrueVine Family Wealth for portfolio management services may also receive access to financial planning services at no additional cost.
Fee Estimator
Location
9045 Strada Stell Court, Suite 106, Naples, FL, 34109
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 ActivitiesSells Insurance
Aaron is an unaffiliated insurance agent in Florida.
Employment History
Current Registrations
Truevine Family Wealth
Previous Registrations
Mutual Trust Advisory Group
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Gyroscope Capital Management Group LLC
Moors & Cabot, INC
Moors & Cabot, INC.Broker
State Registrations1 state
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.