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Aaron Krauss

14 Years of Experience
1 DisclosureBroker

Aaron Krauss is a registered investment advisor at Bahl & Gaynor INC, based in Brookhaven, GA, 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 Investment Management. Their firm serves 889 clients with $21B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
889 clients
Average Client Portfolio
$23.6M average
Assets Under Management
$21.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.65%
$5M+0.50%

Minimum account fee is $10,000 which may be waived or discounted. Related accounts may be aggregated for fee calculation purposes.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Brookhaven, GA

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2013
Other Business Activities

Aaron is a registered representative with Quasar Distributors, LLC, which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.

Employment History
Current Registrations
Bahl & Gaynor INC
March 2024 - Present · 2 yrs 1 mo
Quasar Distributors, LLC
October 2023 - Present · 2 yrs 6 mos
Quasar Distributors, LLCBroker
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
CUNA Brokerage Services, INC.Broker
June 2022 - August 2023 · 1 yr 2 mos
Invesco Distributors, INC.Broker
September 2020 - June 2022 · 1 yr 9 mos
John Hancock Distributors LLCBroker
June 2016 - September 2020 · 4 yrs 3 mos
Lincoln Financial Distributors, INC.Broker
January 2013 - March 2013 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2009 - January 2013 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - January 2013 · 3 yrs 10 mos
Maxim Group LLCBroker
August 2007 - January 2009 · 1 yr 5 mos
State Registrations7 states
GAMTNDNENMSDWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.