Aaron Chao is a registered investment advisor at Strategic Advisers LLC, based in Sarasota, FL, with 8 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 Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
201 N Cattlemen Rd, Sarasota, FL, 34243-4743
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 Activities
Aaron is the sole proprietor of Bachata Journey Srq, a Latin dance studio, where he works as a dance instructor. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations32 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
- Krishna Jeffries, CFPStrategic Advisers LLC
- Jonathan GuerreroStrategic Advisers LLC
- Mauricio Vargas, CFPStrategic Advisers LLC
- Marc Slone, CFPStrategic Advisers LLC
- Joshua Garfin, CFPStrategic Advisers LLC
- Jennifer Brugnola, CFPStrategic Advisers LLC