Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm offers both fee and non-fee financial planning programs. Fees for seminars and corporate financial planning are negotiable. Asset management services are fee-based, with fees paid to TAMPs or LPL Financial, a portion of which may be shared with Equitable Advisors. The brochure mentions that the advisory fee chart has been updated to reflect current fee minimums and maximums paid to Equitable Advisors and to reflect the current programs offered.
Areas of Practice
Advisor Information
Office location
3141 Fairview Park Drive, Suite 250, Falls Church, VA, 22042
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 ActivitiesSells Insurance
Since 2015, Aaron has been working directly with Lincoln Financial Insurance offering group universal life and disability insurance. He earns less than $10,000 annually from this activity.