AO
AO

Aaron Patrick Ohri

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
7368 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fees negotiable for assets over $25 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,000
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Location

200 S. 108 Ave, Omaha, NE, 68154

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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.

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Other Business Activities

Aaron works as a waiter at The Old Mattress Factory Bar & Grill in Omaha. This requires minimal time.

Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2025 - Present · 10 mos
Charles Schwab & CO., INC.Broker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
TD Ameritrade, INC.Broker
November 2021 - May 2024 · 2 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Patrick Ohri - Financial Advisor | TrueAdvisor