Aaron Kaiser is a registered investment advisor at LPL Financial LLC, based in Ponte Vedra, FL, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Ponte Vedra, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron operates under the DBAs AG1 Wealth Management and Jacksonville Financial Planner for his LPL business, dedicating full-time hours to these activities. He also works for A Harold and Associates and Hearty Oak Landscaping, spending about 10-20% of his time on landscaping.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 states
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