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Aron Routman

7 Years of Experience
Evanston, IL

Aron Routman is a registered investment advisor at Foresight Strategic Partners, LLC, based in Evanston, IL, with 7 years of industry experience. Aron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
32 clients
Average Client Portfolio
$329K average
Assets Under Management
$10.5M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

Qualified investors can choose a fee of 1.35% plus a performance-based fee. Fees are generally not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Evanston, IL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Foresight Strategic Partners, LLC
July 2018 - Present · 7 yrs 10 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.