AC
AC

Aaron Michael Calhoun

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
608 clients
Average Client Portfolio
$620K average
Assets Under Management
$377.1M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $3.0M1.25%
$3M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

61 Atlanta Street Se, Marietta, GA, 30060

Get directions

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.

Learn about disclosures →
Other Business Activities

Aaron is a travel advisor for Fairytales Unlimited Travel since 2016, assisting in booking and planning domestic travel. This requires minimal time each month.

Employment History
Current Registrations
Your Retirement Coach
August 2022 - Present · 3 yrs 6 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Aaron Michael Calhoun - Financial Advisor | TrueAdvisor