AF
AF

Aaron Emery Fort

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5650 advisors
Number of Clients
35 clients
Average Client Portfolio
$322.7M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$180
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Location

2 Halter Dr, Piedmont, SC, 29673

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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 is an agent team member at Michael Robson's Insurance Agency, an insurance agency affiliated with State Farm. This service takes about half of Aaron's time.

Employment History
Current Registrations
State Farm Investment Management CORP.
March 2024 - Present · 1 yr 11 mos
State Farm Vp Management CORP.Broker
August 2023 - Present · 2 yrs 6 mos
State Farm Vp Management CORP.
August 2023 - Present · 2 yrs 6 mos
State Registrations4 states
COGANCSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Emery Fort - Financial Advisor | TrueAdvisor