Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Our asset-based fees range up to 2.5% of assets under management. The specific fee you pay is determined by your advisor based on factors like asset value, account type, services provided, and the chosen platform. Fees are negotiable, and you may pay more or less than other clients for similar services. Fees are typically paid quarterly, either in advance or arrears. Clients with multiple accounts may be eligible for householding to reduce overall management fees.
Areas of Practice
Advisor Information
Office location
525 William Penn Place, Ste. 3401, Pittsburgh, PA, 15219
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 is involved in several outside business activities, including private direct investments, board positions at Rodef Shalom and Hillel JUC of Pittsburgh, and teaching at the University of Pittsburgh's Osher Lifelong Learning Institute. He also works full-time as Principal and Chief Investment Officer at Signature Financial Planning and as an advisor at Signature Select Wealth, LLC.