Aaron Wolfe

Park Avenue Securities LLC

15 Years of Experience

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Firm Information

Park Avenue Securities LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

1756 advisors

Number of Clients

71,074 clients

Average Client Portfolio

$211K average

Assets Under Management

$15.0B

Fee Structure

PAS offers both transaction-based (brokerage) and fee-based (advisory) accounts. Fees for financial planning and consulting are negotiated based on the IAR's experience, client needs, time, and plan complexity. Subscription-based financial planning is also available for an annual fee paid monthly or quarterly.

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Areas of Practice

Financial Planning & CoachingRetirement PlanningEducation Planning

Advisor Information

Office location

6255 Sterners Way, Bethlehem, PA, 18017

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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.