Aaron Harris is a registered investment advisor at Lifepoint Planning, based in East Lansing, MI, with 12 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 110 clients with $170M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Fee Estimator
Location
East Lansing, MI
Get directionsHistory
Regulatory History (2)
Judgment / Lien
November 2019Financial
April 2019Other Business Activities
Aaron owns Internet Marketing Consultants, running websites that sell physical goods, dedicating minimal time. He also rents out his personal vehicles on Turo.com and Hyrecar.com, also dedicating minimal time.
Employment History
Current Registrations
Lifepoint Planning
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.