Aaron Barnes
Aaron Barnes is a registered investment advisor at Altitude Capital Management LLC, based in Bastrop, TX, 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 295 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altitude Capital Management charges a monthly fee based on the size of your portfolio and the complexity of services. The annual fee is a maximum of 2.0%. Consulting services are included in these fees, except in unique circumstances where a separate financial planning agreement may be required. Fees are negotiable.
Location
Bastrop, TX
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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 →Other Business ActivitiesSells Insurance
Aaron works as an insurance agent in Bastrop, Texas, selling various insurance products since 2018. This activity is investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Altitude Capital Management 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.