AN

Aaron P Navarrete

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
178 advisors
Number of Clients
3,179 clients
Average Client Portfolio
$936K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee

Frost Investment Services offers several advisory programs with different fee structures and minimums. The Fund Strategist Portfolio Program and Optimum Asset Allocation Strategy both charge 0.80% on the first $5M, 0.60% on the next $5M, and 0.50% on everything over $10M. The Advisor Model Management Program charges the same advisory program fee, but the portfolio strategy fee is 0.20% on the first $5M, 0.17% on the next $5M, and 0.10% on everything over $10M. The Unified Managed Accounts Program charges 1.25% on the first $1M, 1.10% on the next $1M, 1.00% on the next $3M, and 0.85% on everything over $5M. An optional Tax and/or Impact Overlay service is available for an additional fee. There are also fees for IRA accounts, wire transfers, and account transfers.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information

Office location

5656 Bee Caves Rd Bldg A, West Lake Hills, TX, 78746

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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
Frost Investment Services
January 2022 - Present · 4 yrs
Frost Brokerage Services, INC.Broker
October 2019 - Present · 6 yrs 3 mos
Frost Brokerage Services, INC.
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
Frost Investment Services
October 2019 - December 2021 · 2 yrs 2 mos
J.P. Morgan Securities LLC Broker
October 2012 - September 2019 · 6 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2019 · 6 yrs 11 mos
Chase Investment Services CORP.Broker
August 2012 - October 2012 · 2 mos
Chase Investment Services CORP.
August 2012 - October 2012 · 2 mos
Metlife Securities INC.Broker
January 2012 - June 2012 · 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron P Navarrete - Financial Advisor | AdvisorDiscover