Arif Ali is a registered investment advisor at Aa Wealth Strategies LLC, based in Austin, TX, with 11 years of industry experience. Arif operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 16 clients with $14M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.55% |
| $8.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
3301 Northland Drive, Suite 330, Austin, TX, 78731
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
Arif is a managing member of Abaris Business Solutions LLC, a business consultancy, though no services are currently offered. He also owns AA CPA Tax Strategies LLC, providing tax planning, business advisory, tax preparation, and bookkeeping services (taking nearly full-time), and sells life insurance and fixed annuities (dedicating minimal time).
Employment History
Current Registrations
Aa Wealth Strategies LLC
Previous Registrations
Brookstone Capital Management LLC
Global Financial Private Capital, LLC
1st Global Advisors INC
Archer Investment Corporation
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.