Aaron Szager is a CFP-designated registered investment advisor at Osborne Partners, based in Menlo Park, CA, with 17 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. Their firm serves 705 clients with $2.4B 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
Relationships with total Assets below $1,000,000 = 1.25%. For educational accounts like a 529, OPCM will charge an annual fee of 0.30% on assets under management. For non-discretionary service accounts, OPCM charges an annual fee of 0.25% of assets under management. The annual fee schedule is subject to change and also can be negotiated by OPCM under certain circumstances, and at the sole discretion of OPCM.
Fee Estimator
Location
525 Middlefield Rd, Suite 150, Menlo Park, CA, 94025
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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 →Employment History
Current Registrations
Osborne Partners
Previous Registrations
Summitry, LLC
Bluesky Wealth Advisors, LLC
Delta Financial Advisors, INC
H. Beck, INC.
UBS Financial Services INC.
Ferris, Baker Watts, LLC
State Registrations3 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.