Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
8701 Bee Caves Road, Suite 300, Austin, TX, 78746
Get directionsRegulatory 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 Activities
Aaron owns and maintains two residential duplexes in Superior, WI, dedicating minimal time to this activity. He also teaches courses at the University of Minnesota-Duluth and the University of Texas, and is a board member at Circle C Child Development Center.