Aaron Edelman

Morgan Stanley

41 Years of Experience

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Firm Information

Morgan Stanley

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

22131 advisors

Number of Clients

2,539,760 clients

Average Client Portfolio

$650K average

Assets Under Management

$1650.0B

Fee Structure

Financial Planning:Investment management only

The maximum fee for Private Wealth Management Consulting Services is generally $500,000. Fees are negotiable and may be deducted from an eligible Morgan Stanley account. Fees are generally payable quarterly, in advance. There are no additional fees or expenses for the services offered in the PWMCS program.

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Areas of Practice

Investment ManagementHigh Net Worth

Advisor Information

Office location

55 East 52nd Street, 7th Floor, New York, NY, 10055

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Regulatory History (3)

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