Aaron Stolpen is a CFA-designated registered investment advisor at Legacy Advisors, LLC, based in Plymouth Meeting, PA, with 9 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 317 clients with $5.2B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Schedule reflects the Betterment program tier structure. Standard portfolio management fees generally go up to 1.25%. Fees are negotiable.
Fee Estimator
Location
5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462
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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
Legacy Advisors, LLC
Previous Registrations
Twin Focus Capital Partners, LLC
Legacy Advisors, LLC
Domani Wealth, LLC
Tarbox Family Office, INC.
United Capital Financial Advisers
Westport Resources Management INC
State Registrations2 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
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