Cole Aaronson
Cole Aaronson is a CFP-designated registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 11 years of industry experience. Cole is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B 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 | 3.00% |
Fees are negotiable and range up to 3% for the Portfolio Adviser II and EPC programs, up to 2% for the Wrap Fee Program, and up to 2.5% for other third-party management programs.
Fee Estimator
Location
590 Madison Avenue, 28th Floor, New York, NY, 10022
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 →Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Spirit of America Management CORP
David Lerner Associates, INC.Broker
State Registrations20 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.
Exams
More Advisors
- Nick SonA.G.P / Alliance Global Partners
- Riccardo RainieriA.G.P / Alliance Global Partners
- Paul Morse, CFPA.G.P / Alliance Global Partners
- Elizabeth TavelA.G.P / Alliance Global Partners
- Stephanie FagensonA.G.P / Alliance Global Partners
- Salvatore RenzoA.G.P / Alliance Global Partners