Aaron Michael Bauer

CFP

4 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Mercer Global Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

605 advisors

Number of Clients

31,333 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$60.3B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$800

Location

Appleton, WI

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Mercer Global Advisors INC.

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

Winch Financial

January 2020 - October 2022 · 2 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.