Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
BWA's fees are based on a percentage of assets under management through the BCM Platform or wrap-fee program, not exceeding 2.5% annually. Financial planning is offered at an hourly rate of up to $350 or a fixed fee ranging from $200 to $5,000, depending on complexity. All financial planning fees are negotiable. A minimum account size of $25,000 is generally required for asset management, but it can be waived.
Areas of Practice
Advisor Information
Office location
6500 River Place Blvd, Building 7 Suite 250, Austin, TX, 78730
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
Aaron is self-employed in insurance sales as the owner of Advanced Financial Strategies Retirement (AFS Retirement) since 2006, dedicating full-time hours to this activity. He is also a partner in Retire Max, LLC since 2013, contributing to financial calculator software design and testing, which takes minimal time.