AP
AP

Aaron Julian Payan

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
7368 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fees negotiable for assets over $25 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,000
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Location

200 N Loraine St., Suite 110, Midland, TX, 79701-9922

Get directions

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2024 - Present · 1 yr 10 mos
Charles Schwab & CO., INC.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Advisors
June 2022 - April 2024 · 1 yr 10 mos
Wells Fargo Clearing Services, LLCBroker
May 2022 - April 2024 · 1 yr 11 mos
J.P. Morgan Securities LLC
February 2019 - December 2021 · 2 yrs 10 mos
J.P. Morgan Securities LLCBroker
August 2014 - December 2021 · 7 yrs 4 mos
State Registrations4 states
LANMOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.