Aaron Farrell is a registered investment advisor at Quantca Financial, based in Edmonds, WA, with 1 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $10K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quantca Financial charges an annual fee based on the amount you invest, ranging from 0.39% to 2% depending on the investment model you choose. The YieldSmart model has the lowest fee at 0.39%. Other models charge 2%. These fees are negotiable. In addition to Quantca's fees, you may also pay expense ratios on ETFs and transaction costs charged by the brokerage.
Location
123 2nd Ave S, Ste 230 Ofc 20, Edmonds, WA, 98020
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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.
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Aaron is the CFO of Volunteers for Ukraine Inc, dedicating a few hours per week to this charitable organization. He is also the CEO of Sapien LLC, a general consulting firm, spending minimal time on this venture.
Employment History
Current Registrations
Quantca Financial
State Registrations3 states
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