Aaron Rosen is a CFA-designated registered investment advisor at F L Putnam Investment Management CO., based in Reston, VA, with 11 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,563 clients with $7.7B 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
11911 Freedom Drive, #730, Reston, VA, 20190
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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 →Other Business Activities
Aaron offers non-investment advisory consulting services as a sole proprietor. This activity requires minimal time.
Employment History
Current Registrations
F L Putnam Investment Management CO.
Previous Registrations
Aog Wealth Management
American Elm Distribution Partners, LLCBroker
Pinhook Capital, LLC
Lucia Securities, LLCBroker
Fsc Securities CorporationBroker
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations2 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.