Aaron Siekmann is a registered investment advisor at The Siekmann Company, based in Plain City, OH, with 9 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 52 clients with $3.8M 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 | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.45% |
| $4M+ | 0.35% |
The firm reserves the right to offer discounts to this schedule on a case by case basis.
Fee Estimator
Location
9000 Memorial Drive, Plain City, OH, 43064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Siekmann Company
State Registrations1 state
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