AK

Aaron Krauss

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
23 advisors
Number of Clients
866 clients
Average Client Portfolio
$23.2M average
Assets Under Management
$20.1B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.65%
$5M+0.50%

Minimum account fee is $10,000, which may be waived or discounted. A minimum of $1,000,000 of assets under management is required for individually managed services, but this may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000

Bahl & Gaynor charges an annual fee based on a percentage of assets under management. The standard fee schedule for high-net-worth and institutional clients starts at 1% on the first $1 million, decreasing for larger portfolios. The minimum account fee is $10,000, which may be waived or discounted. A minimum of $1,000,000 of assets under management is required for individually managed services, but this may be negotiable. Clients may also incur fees charged by custodians and broker-dealers.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

Brookhaven, GA

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Regulatory History (1)
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Employment Separation After Allegations
February 2013
Other Business Activities

Aaron is a registered representative with Quasar Distributors, LLC, which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.

Employment History
Current Registrations
Bahl & Gaynor INC
March 2024 - Present · 1 yr 10 mos
Quasar Distributors, LLC
October 2023 - Present · 2 yrs 3 mos
Quasar Distributors, LLCBroker
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
CUNA Brokerage Services, INC.Broker
June 2022 - August 2023 · 1 yr 2 mos
Invesco Distributors, INC.Broker
September 2020 - June 2022 · 1 yr 9 mos
John Hancock Distributors LLCBroker
June 2016 - September 2020 · 4 yrs 3 mos
Lincoln Financial Distributors, INC.Broker
January 2013 - March 2013 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2009 - January 2013 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2009 - January 2013 · 3 yrs 10 mos
Maxim Group LLCBroker
August 2007 - January 2009 · 1 yr 5 mos
State Registrations7 states
GAMTNDNENMSDWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Krauss - Financial Advisor | AdvisorDiscover