AS
AS

Aaron Matthew Schram

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
6151 advisors
Number of Clients
481,566 clients
Average Client Portfolio
$716K average
Assets Under Management
$344.9B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.50%
$10M+1.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7450 E Pinnacle Peak Road, Suite 254, Scottsdale, AZ, 85255

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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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Other Business ActivitiesSells Insurance

Aaron is the manager and owner of Canyon State Capital LLC, dedicating about half of his time to this role. He also works as an agent producing and servicing life insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2019 - Present · 6 yrs 2 mos
Raymond James Financial Services, INC.Broker
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
MML Investors Services, LLC
February 2019 - December 2019 · 10 mos
MML Investors Services, LLCBroker
January 2019 - December 2019 · 11 mos
W&s Brokerage Services, INC.Broker
May 2018 - November 2018 · 6 mos
Edward Jones
June 2017 - March 2018 · 9 mos
Edward JonesBroker
March 2017 - March 2018 · 1 yr
State Registrations12 states
AZCADCFLGAILNMNVNYOHTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.