Aaron Wade is a CFP-designated registered investment advisor at Washington Trust Advisors, based in Westerly, RI, with 13 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 542 clients with $2B 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 $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum annual fee: $7,500. The minimum to open a portfolio management relationship is $1,500,000. Fees may be negotiable. For accounts where Washington Trust serves as a Corporate Trustee and the investment strategy relates primarily to equity securities, the annual fee may range from 0.30% to 1.25% of the portfolio's total value.
Fee Estimator
Location
23 Broad Street 2nd floor, Westerly, RI, 02891
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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 works as a pianist since 2009. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Washington Trust Advisors
Previous Registrations
Lighthouse Financial Management, LLC
Ameriprise Financial Services, INC.
State Registrations3 states
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