Aaron Hatch is a CFP-designated registered investment advisor at Woven Capital, LLC, based in Redding, CA, with 14 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 63 clients with $20M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. When using Betterment as a sub-advisor, Woven Capital's portion of the fee is lower, and Betterment charges 0.15%.
Fee Estimator
Contact
Aaron Hatch
Location
1800 Pine St., Suite A, Redding, CA, 96001
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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
Woven Capital, LLC
Previous Registrations
LPL Financial LLC
State Registrations2 states
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