Aaron Persily is a registered investment advisor at Dp Grow LLC, based in Richmond, VA, 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 Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 14 clients with $4.4M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.83% |
| $5M+ | 0.50% |
Fees are negotiable and may be lower than the stated maximums. Sub-advisory fees are separate and in addition to DP Grow's fees. AssetMark's sub-advisory fees generally range from 0.10% to 0.70%.
Fee Estimator
Location
3200 Rockbridge Street, Suite 300, Richmond, VA, 23230
Get directionsHistory
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
Dp Grow LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.