Aaron Stone
Aaron Stone is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Rolling Meadows, IL, with 2 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,120 clients with $190B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum overall advisory fee is up to 2.00%. Specific strategy maximum fees are up to 0.35% for Independence, Liberty, and TRU, and up to 0.85% for Freedom. Model and strategy fees may cost up to an additional 0.85% per year. Fees are negotiable.
Fee Estimator
Location
2850 Golf Road, Rolling Meadows, IL, 60008
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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 →Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
State Registrations1 state
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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