Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
577 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$964.4M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
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Contact
Aaren N Strand
Location
10655 NE 4th Street, Suite 500, Bellevue, WA, 98004
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Aaren is a co-owner of Strand Industrial Group LLC (DBA SIG Metal Works), a construction business, since 2019. Aaren has no duties related to the business and spends minimal time on it.
Employment History
Current Registrations
Avier Wealth Advisors
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Paracle Advisors LLC
November 2014 - May 2021 · 6 yrs 6 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Contact
Aaren N Strand