Aaron Martin

CFP

Wells Fargo Advisors

24 Years of Experience

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Firm Information

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

3508 advisors

Number of Clients

401,726 clients

Average Client Portfolio

$491K average

Assets Under Management

$197.4B

Fee Structure

Minimum Investment:$10K

The firm charges a negotiable program fee, which is a percentage of your account value. The specific fee percentage is not listed in a structured table, but is stated as 2.00% for FundSource, CustomChoice, Private Investment Management, Fundamental Choice, Asset Advisor, Private Advisor Network and Customized Portfolios programs. For the Personalized UMA Program, there is an advisory fee of 2.00% plus manager fees ranging from 0.0% to 0.50%. A platform fee of 0.050% will apply to certain program accounts.

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Areas of Practice

Investment Management

Advisor Information

Office location

3111 Cardinal Dr, 200 Fl 2, Vero Beach, FL, 32963

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2010

Denied

Customer Dispute

July 2007

Denied

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Other Business Activities

Aaron has 85% ownership in Indian River Private Wealth Management LLC and 100% ownership in IRPWM1 LLC, both investment-related. He dedicates nearly full-time hours to each of these ventures.