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Aaron Kohl

Park Avenue Securities LLC
11 Years of Experience
New York, NY
Broker
View SEC Summary
View SEC Summary

Aaron Kohl is a registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 11 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1904 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

437 Madison Avenue, 29th Floor, New York, NY, 10022

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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
Park Avenue Securities LLC
May 2017 - Present · 9 yrs 5 mos
Park Avenue Securities LLCBroker
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2016 - July 2016 · 0 mos
Foster Victor Wealth Advisors, LLC
May 2016 - August 2016 · 3 mos
Northwestern Mutual Investment Services,llc
November 2014 - June 2016 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
October 2014 - June 2016 · 1 yr 8 mos
State Registrations22 states
AZCACOCTDCDEFLGAILMAMDMEMONCNJNYOHPASCTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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