Aaron Wealth Advisors offers discretionary and non-discretionary portfolio management services tailored to clients' needs. They also provide financial consulting on topics like tax and estate planning. Aaron Wealth Advisors uses Dynasty Financial Partners for operational and back-office support. They advise on various investments, including mutual funds, ETFs, options, and real estate. The firm focuses on helping business owners, entrepreneurs, and multi-generational families manage their wealth.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee for portfolio management services will not exceed 1.25%. The fee is negotiable depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.