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Aaron Belletsky

3 Years of Experience
Melville, NY

Aaron Belletsky is a registered investment advisor at Landmark Wealth Management, LLC, based in Melville, NY, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 296 clients with $440M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
296 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$442.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.90%
$5M+0.90%

Accounts under the $500,000 relationship minimum are charged an annual fee of 1.00%. Fees for portfolios of $5,000,000 and over are negotiable. Clients who opened accounts prior to June 3, 2025, continue under their existing fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

95 Broadhollow Road, Suite 102, Melville, NY, 11747

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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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Employment History
Current Registrations
Landmark Wealth Management, LLC
September 2023 - Present · 3 yrs 1 mo
State Registrations1 state
NY
Advisor

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.
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