Aaron Britz is a registered investment advisor at Legacy Retirement Advisors, based in Mankato, MN, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 91 clients with $15M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.25% |
For new clients (after 1/1/2019) the fee is 1.15%. Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
100 Warren Street, Suite 300-107, Mankato, MN, 56001
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 Activities
Aaron performs basic accounting and bookkeeping for a trucking company, tracking expenses and entering them into a spreadsheet, dedicating minimal time to this activity. He also has a DBA called Olson Wealth Group.
Employment History
Current Registrations
Legacy Retirement Advisors
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.