Aaron M Benson

Robert W. Baird & CO. Incorporated

20 Years of Experience

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Firm Information

Robert W. Baird & CO. Incorporated

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

2462 advisors

Number of Clients

228,442 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$342.1B

Fee Structure

This brochure describes wrap fee programs, meaning a single fee covers investment advisory services, trade execution, custody, and other brokerage services. Additional costs may apply. Minimum account sizes vary by service. Contact a PAM Consultant or call Baird for specific fee details.

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Areas of Practice

Investment Management

Advisor Information

Office location

777 East Wisconsin Ave, Milwaukee, WI, 53202

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Regulatory History

Clean regulatory record

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.

Other Business Activities

Aaron owns a two-family rental property and collects rent. He spends a few hours per week on this activity, none of which occurs during securities trading hours.