Aaron Brandt
Aaron Brandt is a registered investment advisor at Great Valley Advisor Group, LLC, based in Woodbury, MN, with 9 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B 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 $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
710 Commerce Street, Ste 150, Woodbury, MN, 55125
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 involved in several investment-related businesses, including Exeter Wealth Management, Great Valley Advisor Group, Fitch & Strong Group, PeakHaven Asset Management, and Innovative Planning Group. He is also the Vice President of IPG Risk Management, LLC, and involved with Lakeside Guard Insurance, dedicating minimal time to the latter.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
State Registrations10 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
- Ellen Welsh, CFPGreat Valley Advisor Group, LLC
- Timothy Weigel, CFPGreat Valley Advisor Group, LLC
- Brian Samec, CFP, ChFCGreat Valley Advisor Group, LLC
- Scott Bantz, ChFCGreat Valley Advisor Group, LLC
- Michael Englund, ChFCGreat Valley Advisor Group, LLC
- Aaron Smaagaard, CFP, ChFCLPL Financial LLC