Aaron Tice is a CFP-designated registered investment advisor at Delphi Wealth Partners, based in Grand Junction, CO, with 18 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 81 clients with $55M 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 $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.65% |
| $2.5M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee, unless the client requests otherwise.
Fee Estimator
Location
2066 Baseline Drive, Grand Junction, CO, 81507
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Aaron owns Tice Tax LTD, a tax preparation business, and is an officer of DAELT LLC, a real estate holding company. He also co-owns Aqua Vita GJ, a mobile IV hydration and nutrition business, and owns WSAS Insurance Brokerage, LLC, which is currently a shell company.
Employment History
Current Registrations
Delphi Wealth Partners
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations8 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.