Aaron Stine is a registered investment advisor at Luminist Capital, LLC, based in Saint Johns, MI, with 5 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 530 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable. Co-adviser services fee will not be more than 0.50%.
Fee Estimator
Location
Saint Johns, MI
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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 ActivitiesSells Insurance
Aaron owns Manly Work, LLC, a residential construction business, dedicating about half his time. He is also an independent insurance agent selling life insurance, spending a few hours per week on this. Finally, Aaron dedicates minimal time to project management for TS Contracting.
Employment History
Current Registrations
Luminist Capital, LLC
Previous Registrations
Advisory Advocates LLC
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Private Advisor Group, LLC
LPL Financial 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.