AJ

Aaron D. Jacoby

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15836 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$10
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fees are subject to change and may be negotiable in rare circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:Up to $20,000

The program charges an annual Gross Advisory Fee, which includes program services, brokerage, clearing, and custody services. This fee is reduced by a Credit Amount, which addresses conflicts of interest by reducing advisory fees by the amount of compensation Strategic Advisers or its affiliates retain from investments. Additional fees may apply for SMA Sleeves with Unaffiliated Model Providers. Standalone financial planning is available for qualifying clients, with a maximum annual fee of $20,000. Fees are subject to change and may be negotiable in rare circumstances.

Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInsurance Planning
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Advisor Information

Office location

Las Vegas, NV

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Regulatory History (1)
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Financial
January 2016
Pending
Other Business Activities

Aaron works as an independent contractor tutoring students in math and science since 2020. This activity requires a few hours per week.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 10 mos
Fidelity Brokerage Services LLCBroker
December 2021 - Present · 4 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
February 2022 - March 2025 · 3 yrs 1 mo
Planmember Securities Corporation
August 2019 - December 2020 · 1 yr 4 mos
Planmember Securities Corporation Broker
August 2019 - December 2020 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2016 - May 2019 · 3 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.