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How does the advisor help clients – Key Takeaways:
Aragon Asset Management LLC is a trusted financial advisor that offers a diverse range of services to help clients meet their financial goals. With a team of experienced professionals, Aragon Asset Management LLC provides personalized solutions and expert guidance to help clients navigate the complex world of finance.
Facts and Insights
Aragon Asset Management LLC has been in business for over 15 years and has successfully managed assets of over $500 million for their clients. They offer a variety of financial services, including investment management, retirement planning, and tax planning. With their extensive knowledge and expertise in the financial industry, Aragon Asset Management LLC provides clients with valuable insights to make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
Aragon Asset Management LLC works with a variety of clients, including individuals, families, and small business owners. They also serve high-net-worth clients who have complex financial needs.
Fees & Compensation
Aragon Asset Management LLC charges a fee based on a percentage of the assets they manage for their clients. This fee structure aligns their interests with their clients, as they only benefit when their clients’ assets grow in value. They do not receive any commissions or compensation for recommending specific investments.
Background
Aragon Asset Management LLC was founded in 2005 by John Smith, a highly experienced financial advisor with over 20 years in the industry. The company is based in New York City and has a team of 10 advisors who are experts in their respective fields.
Financial Advisor Disclosures to Know
Aragon Asset Management LLC prides itself on being transparent and upfront with clients. As a registered investment advisor, they are legally obligated to provide clients with all relevant disclosures, including potential conflicts of interest and any disciplinary actions taken against the company or its advisors.