Aikan Major
Aikan Major is a registered investment advisor at Pivotal Wealth and Tax, based in Preston, MN, with 6 years of industry experience. Aikan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 226 clients with $13M 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 $100K | 1.25% |
| $100K - $200K | 1.15% |
| $200K - $500K | 1.05% |
| $500K+ | 1.00% |
Fees are negotiable. For accounts managed through Pontera, the fee is 1% of the assets held in the Pontera account, plus 0.25% on transfer on death individual (TODI) account assets held outside of the client's qualified account.
Fee Estimator
Location
141 Fillmore St W, Preston, MN, 55965
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Regulatory History (1)
Criminal
November 2021Other Business ActivitiesSells Insurance
Aikan sells life insurance as an agent, dedicating a few hours per week. He is also the Director of Finance for Major Real Estate Holdings LLC and the Treasurer for Project Restore MN 501c3, a non-profit organization, spending a few hours per week on each.
Employment History
Current Registrations
Pivotal Wealth and Tax
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 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.