Aaron Tice is a registered investment advisor at Regal Investment Advisors LLC, based in Elk River, MN, with 16 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 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
Elk River, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is the founder and financial advisor for both Cirrus Retirement Solutions and Cirrus Retirement Solutions, LTD, both financial advising firms. He dedicates about a quarter of his time to financial advising for prospective and current clients.
Employment History
Current Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
State Registrations6 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.