Aaron Bates is a registered investment advisor at Alliancebernstein L.P., based in Boston, MA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 26,445 clients with $710B in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
AB is compensated based on a percentage of your portfolio. This fee is generally charged quarterly. The specific percentage may be negotiable depending on factors such as the type of client, complexity of the situation, and the size of the overall relationship. If your assets are invested in a registered investment company managed by AB, those assets are subject to the investment company's management fee. If you are a client of Bernstein Private Wealth Services, your fee is all-inclusive and deducted quarterly from your account at Bernstein LLC.
Location
53 State Street, 21st Floor, Boston, MA, 02109
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Regulatory 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.
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Aaron serves on the Board of Directors for StoryCorps, a non-profit organization focused on preserving and sharing humanity's stories. This activity is not investment-related.
Employment History
Current Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Sanford C. Bernstein & CO., LLC
Previous Registrations
Sanford C. Bernstein & CO., INC.Broker
State Registrations35 states
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