Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $0 to $10,000 or up to $500 per hour, depending on the complexity and scope of the engagement. The IAR determines the fee based on factors like assets involved and complexity of services. For TAMP programs, LPLE and the TAMP sponsor each charge an advisory fee, with LPLE's fee typically up to 2%. Clients in the MWP program are charged an annualized account fee which is comprised of an advisory fee and a manager fee. The maximum advisory fee is 2.35% and is negotiable. The manager fee ranges from 0% to 0.60%.
Areas of Practice
Advisor Information
Office location
1528 NE 96th St, Suite A, Liberty, MO, 64068
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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 involved in several business activities, including Ehler Financial Group (DBA for LPL business), Serenity Now LLC (real estate rental and tax/investment purposes), Healthy Foundations Financial LLC (tax/investment purposes), Prudential Advisors (DBA for LPL business), and non-variable insurance activities. These activities collectively consume a significant amount of Aaron's time, with some taking up nearly full-time hours and others requiring minimal time.