Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning and consulting fees are either fixed per project, ranging from $10,000 to $500,000, or hourly, ranging from $195 to $425 per hour. The firm also recommends partnership interests in closed-end private equity funds, where investors generally pay a 10% profit participation after a return of contributed capital and a preferred return, plus an operations fee related to fund expenses. Investment management fees vary depending on the size and complexity of a client’s account and generally range from 0.50% to 2% per year.
Areas of Practice
Advisor Information
Office location
111 E. Merrill Street, Suite 400, Birmingham, MI, 48009
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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 ActivitiesSells Insurance
Aaron works as a wealth advisor for Schechter Investment Advisors, LLC, dedicating about half of his time to managing client relationships and assets. He also spends about half of his time selling life insurance, annuities, disability, and LTC insurance through Robert Schechter & Associates, LLC. Additionally, Aaron is a partner/manager at Schechter Private Capital, LLC, focusing on private equity, which takes about half of his time.