Aaron Winer is a registered investment advisor at Abacus Wealth Partners, based in Santa Monica, CA, with 26 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,544 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Private, illiquid investments are charged 2%.
Fee Estimator
Location
429 Santa Monica Blvd., Suite 500, Santa Monica, CA, 90401
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2007Customer Dispute
February 2005Other Business Activities
Aaron is an assistant coach for the Palm Springs Masters Swim Team, working about 20 hours per month. Twelve of those hours occur during market hours, and the activity is not investment advisory related.
Employment History
Current Registrations
Abacus Wealth Partners
Milestone Financial Advisors
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.