Jerrad Aman is a CFP-designated registered investment advisor at Willkate Wealth Management, LLC, based in Aberdeen, SD. Jerrad 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 7 more. Their firm serves 30 clients with $41M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10.0M - $12.0M | 0.50% |
| $12.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Requires subscription to financial planning or wealth planning services. Family Enterprise clients and bundled planning/management clients have separate fee schedules.
Fee Estimator
Location
405 8th Ave Nw, Suite 302, Aberdeen, SD, 57401
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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
Willkate Wealth Management, LLC
State Registrations1 state
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Exams
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