Aaron Kaplan is a registered investment advisor at Vela Consulting, LLC, based in Yorba Linda, CA, with 4 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 53 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vela Consulting charges up to 1% annually of the value of your investments for investment management. The exact fee will vary depending on the amount of assets managed, the complexity of your situation, whether you are a legacy client, and the frequency of interactions with Vela. Fees are deducted monthly. Vela does not charge a fee on unmanaged assets. Fees are negotiable and may be reduced or waived for family and friends.
Location
Yorba Linda, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is the Principal Member and CEO of LavaTube Capital LLC, a property and asset management company, dedicating a few hours per week. He also works as a Physician and Partner of Diagnostic Radiology at The Vancouver Clinic, Inc. P.S., spending the majority of his time there.
Employment History
Current Registrations
Vela Consulting, LLC
State Registrations1 state
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