Aaron Pickert
Aaron Pickert is a registered investment advisor at Stewardship Capital, based in Independence, MO, with 12 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 441 clients with $140M 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 $50K | 1.75% |
| $50K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Assets of affiliated accounts may be aggregated to determine the appropriate fee percentage. SC also offers a Capital Maximizer service with an annual fee of 0.60%.
Fee Estimator
Location
4200 Little Blue Parkway, Suite 650, Independence, MO, 64057
Get directionsHistory
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 ActivitiesSells Insurance
Aaron sells and services fixed insurance products, including term life, disability, long-term care, critical illness, and executive compensation benefits through various carriers. This activity is insurance-related.
Employment History
Current Registrations
Stewardship Capital
Previous Registrations
Eckman Wealth Management, LLC
The Etf Store, INC.
Commonwealth Financial Network
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.