Aaron Bauer is a registered investment advisor at Envestnet Pmc, based in Chicago, IL, with 20 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,021,610 clients with $530B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envestnet's fees vary depending on the program and the managers selected. These fees do not include advisor fees, which generally range from 0.80% to 1.10%. Mutual funds and ETFs also have internal operating expenses. When Tax Overlay or Values Overlay Services are used, there is an additional fee of 0.02% - 0.10%.
Location
35 E. Wacker Dr., Suite 1600, Chicago, IL, 60601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is a board member of Ategenos Capital LLC, a Registered Investment Advisor in which Envestnet Inc. has a significant financial interest. He dedicates a few hours per week to representing Envestnet's interests.
Employment History
Current Registrations
Envestnet Pmc
State Registrations1 state
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