Aaron Wilhelm is a registered investment advisor at Reigate Investors LLC, based in Santa Monica, CA, with 8 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Reigate Investors charges an annual fee of up to 2.00% of the value of your portfolio. This fee is billed quarterly. For certain clients, there may also be an additional annual performance fee equal to 20% of the client's mark-to-market performance, subject to a loss carry-forward provision.
Location
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Reigate Investors LLC
State Registrations1 state
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