Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oppenheimer's advisory fees are negotiable and vary based on account type, size, and services provided. The minimum annual fee is $250, but this is waived for accounts over $50,000 or households with at least $250,000 in advisory accounts. The fees cover investment services, trading, custody, and reporting. Clients may pay more or less in a wrap fee program compared to purchasing services separately. The table above shows the maximum fees for each program.
Areas of Practice
Advisor Information
Office location
1600 West End Avenue, Suite 1390, Nashville, TN, 37203
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 Activities
Aaron is the founder and CEO of Daddy, LLP, a lifestyle brand encompassing a clothing line, tequila brand, and charitable foundation. He dedicates a few hours per week to this venture, focusing on brand partnerships and product manufacturing.