Aaron Kohn is a registered investment advisor at UBS Financial Services INC., based in Lake Oswego, OR, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
5300 Meadows Rd, Suite 300, Lake Oswego, OR, 97035-3229
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is a partner in KK&R LLC and Rosko LLC since 1996 and 1998, respectively. He is also involved with Table Top Racing, Inc and SPKH LLC, an investment LLC, since 1999 and 2007, respectively.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations31 states
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