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Aaron Cahill

7 Years of Experience
Fayetteville, NY
BrokerSells Insurance

Aaron Cahill is a registered investment advisor at Voya Financial Advisors, INC., based in Fayetteville, NY, with 7 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
752 advisors
Number of Clients
16,336 clients
Average Client Portfolio
$237K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.75%
$500K - $1.0M2.50%
$1.0M - $2.0M2.35%
$2.0M - $5.0M2.10%
$5.0M - $10.0M2.05%
$10M+2.00%

Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.

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

7000 E Genesee St Bldg B, Fayetteville, NY, 13066

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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 sells fixed insurance products as an independent insurance agent, dedicating minimal time to this activity. He also holds positions with Ireland Lacrosse and Westhill Central School District, focusing on lacrosse-related activities, taking up a few hours per week.

Employment History
Current Registrations
Voya Financial Advisors, INC.
May 2019 - Present · 7 yrs 5 mos
Voya Financial Advisors, INC.Broker
April 2019 - Present · 7 yrs 6 mos
State Registrations15 states
CACOFLGAMAMINCNDNJNVNYOHPASCVA
AdvisorBrokerBoth

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.
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