Aaron Stephens is a CFA-designated registered investment advisor at Life Line Wealth Management LLC, based in Houston, TX, with 7 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 100 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard annual fee for investment management services is 1.0% of total assets under management. However, based on the size, scope, and complexity of the client’s needs and circumstances, this annual fee may be negotiated 0.5% higher or lower than the standard.
Fee Estimator
Location
24 Greenway Plaza, Suite 1800, Houston, TX, 77046
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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.
Learn about disclosures →Other Business Activities
Aaron manages investment activities of special purpose investment vehicles through LifeLine Torch Management LLC since 2020. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Life Line Wealth Management LLC
State Registrations2 states
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.