AL

Aaron Christopher Leland

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$1,000 - $25,000

Apella Capital, LLC charges fees based on a percentage of assets under management, with a maximum annual fee of 1.50%. They have a minimum account size of $500,000, but may waive this at their discretion. Financial planning services are offered for a fixed fee ranging from $1,000 to $25,000, depending on complexity. Fees may vary depending on when the client was introduced to Apella or which office location is servicing the client. Apella Ascent fees are .50% on assets under management.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
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Advisor Information

Office location

65 Memorial Drive, Suite C340, West Hartford, CT, 06107

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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.

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Employment History
Current Registrations
Apella Wealth
January 2022 - Present · 4 yrs
Previous Registrations
Eagle Strategies LLC
June 2013 - December 2021 · 8 yrs 6 mos
Nylife Securities LLCBroker
June 2013 - December 2021 · 8 yrs 6 mos
AXA Advisors, LLC
April 2006 - May 2013 · 7 yrs 1 mo
AXA Advisors, LLC Broker
February 2006 - May 2013 · 7 yrs 3 mos
State Registrations2 states
CTWA
Advisor
Exams
No exam information available for this advisor.