Aaron Armstrong
Aaron Armstrong is a registered investment advisor at Saxony Capital Management, LLC, based in Mequon, WI, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 762 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees and commissions are negotiable with each client. The schedule represents maximum fees and includes an annual platform fee of 0.20%.
Fee Estimator
Location
Mequon, WI
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Regulatory History
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 ActivitiesSells Insurance
Aaron is an associate professor of engineering at the Milwaukee School of Engineering and provides engineering consulting through Armstrong Engineering, LLC. He also sells fixed insurance products.
Employment History
Current Registrations
Saxony Securities, INC.Broker
Saxony Capital Management, LLC
Saxony Securities, INC.
Previous Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
State Registrations2 states
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
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