Aaron John Fulton

CFP

22 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Mariner Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

848 advisors

Number of Clients

44,528 clients

Average Client Portfolio

$2.2M average

Assets Under Management

$98.6B

Fee Structure

Minimum Investment:$100K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $5.0M	1.00%
$5.0M - $10.0M	0.80%
$10M+	0.60%

Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$7,500

Location

4400 West 78th Street, Ste. 150, Bloomington, MN, 55435

Get directions

History

Regulatory History (1)

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Regulatory

September 2016

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Mariner Wealth

May 2020 - Present · 5 yrs 9 mos

Previous Registrations

Honkamp Krueger Financial Services INC

December 2013 - May 2020 · 6 yrs 5 mos

Proequities, INC.Broker

January 2012 - May 2020 · 8 yrs 4 mos

Securities America, INC.Broker

October 2009 - December 2011 · 2 yrs 2 mos

Sii Investments, INC.Broker

December 2007 - October 2009 · 1 yr 10 mos

Financial Network Investment CorporationBroker

September 2005 - December 2007 · 2 yrs 3 mos

Northwestern Mutual Investment Services, LLCBroker

January 2000 - February 2002 · 2 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.