Aaron Tait is a CFP-designated registered investment advisor at &partners, based in Detroit Lakes, MN, with 13 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
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Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
818 Washington Ave, Detroit Lakes, MN, 56501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron owns East 10 LLC, a storage/rental business, and a vacation rental property in Big Sky, MT. He is also a board member of the Lake Detroiters Association, helping to promote the protection and enhancement of Detroit Lake. These activities require minimal time.
Employment History
Current Registrations
&partnersBroker
&partners
&partners
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations10 states
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