Aaron Fagan is a registered investment advisor at Fagan Associates INC, based in Troy, NY, with 4 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, High Net Worth, Investment Management, and 2 more. Their firm serves 1,749 clients with $800M 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% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable depending on the client's unique situation.
Fee Estimator
Location
767 Hoosick Road, Troy, NY, 12180
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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
Fagan Associates INC
State Registrations2 states
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