Advisor at Scharf Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Scharf Investments, LLC
Location
Los Gatos, CA 95032
Credentials
CFA®, Series 66
Industry experience
8 years
Aaron Miller is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Scharf Investments, LLC and has worked previously at Wells Fargo Advisors LLC. Scharf Investments is an SEC-registered investment adviser serving high-net-worth individuals, family offices, trusts, retirement accounts, corporations, endowments, foundations, and other investment advisers. The firm provides tailored portfolio management across equity, fixed income, multi-asset, and hedged strategies, employing a multi-factor screening process to construct concentrated equity portfolios and offering both discretionary and non-discretionary mandates.
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
$0 - $3,000,000: 1.25% annually (Equity Solution Asset Based Fee) $3,000,001 - $5,000,000: 0.80% annually (Equity Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Equity Solution Asset Based Fee) $0 - $3,000,000: 1.0% annually (Multi-Asset Solution Asset Based Fee) $3,000,001 - $5,000,000: 0.75% annually (Multi-Asset Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Multi-Asset Solution Asset Based Fee) $0 - $5,000,000: 0.5% annually (Fixed Income Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Fixed Income Solution Asset Based Fee)
12% of net profits for accounts with performance fees, after exceeding prior cumulative losses
Account minimum: $1,000,000 Fee-only: Financial planning fees beginning at $2,500, variable based on complexity
16450 Los Gatos Boulevard, Suite 207
Los Gatos, CA 95032
Georgia
Wells Fargo Advisors Llc
2011 - Present (15 years)
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