Aronson Asset Management (AAM) provides customized personal investment plans based on your goals and circumstances. These plans can include estate, personal investment, retirement, business planning, or pension analysis. AAM constructs portfolios using equities, debt securities, and mutual funds, considering your risk tolerance, financial situation, and investment objectives. AAM manages investments on a discretionary basis.
Assets Under Management$22M
Clients22
Advisors2
Avg. per Client$1M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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