AK
AK

Aaron Komarek

4 Years of Experience
Tampa, FL
Broker

Aaron Komarek is a registered investment advisor at Park Avenue Securities LLC, based in Tampa, FL, with 4 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1904 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

4200 W Cypress Street, Suite 700, Tampa, FL, 33607

Get directions

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.

Learn about disclosures →
Other Business Activities

Aaron serves as power of attorney for his father and mother, and executor for his mother and father's estates. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
January 2022 - Present · 4 yrs 9 mos
Park Avenue Securities LLC
October 2021 - Present · 5 yrs
Park Avenue Securities LLCBroker
October 2021 - Present · 5 yrs
State Registrations19 states
ALAZCAFLGAIAKYMDMIMNNCNENJNYOKSCTNTXWA
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.
More Advisors
Aaron Komarek - Financial Advisor | TrueAdvisor