Aaron Straus is a registered investment advisor at Mindoro Capital Partners LLC, based in Boston, MA, with 3 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mindoro Capital Partners charges a quarterly fee, paid in advance, based on the value of your investments. The annual fee ranges from 0.45% to 1.00% of your portfolio, depending on the complexity of the services, the amount of assets managed, and the overall relationship. A platform fee of up to 0.05% annually may be charged for aggregation and reporting services. Certain clients may be offered a fixed fee or a performance-based fee arrangement.
Location
177 Huntington Avenue, Suite 1901, Boston, MA, 02115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mindoro Capital Partners LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
Blackrock Investments, LLCBroker
State Registrations1 state
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.