Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management services are negotiable and typically range between 0.25% and 2.25%. Fees are deducted from the client's investment account. Financial planning fees are also negotiable and can be based on a fixed fee-per-project, hourly, monthly, or quarterly basis. Investment consultative services are based on a fixed rate. The firm may receive compensation from third-party advisers or as a sub-adviser to other firms.
Areas of Practice
Advisor Information
Office location
360 S Hope Ave, C-210, Santa Barbara, CA, 93105
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 ActivitiesSells Insurance
Aaron is an insurance agent selling annuities through PartnerVest Advisory Services since 2020. This activity takes nearly all of Aaron's time.