Advisor at Bazis Private Wealth, 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
Bazis Private Wealth, LLC
Location
Omaha, NE 68118
Credentials
CFA®, Series 65
Industry experience
3 years
Aaron Hilgemann is a CFA® charterholder with three years of industry experience. He is currently with Bazis Private Wealth, LLC and previously held roles at Orion Portfolio Solutions, Bank of the West, and Orion Advisor Technology, LLC. Outside the financial industry, he served in the U.S. Marine Corps from 2013 to 2017 and has experience working in the restaurant sector. Bazis Private Wealth, LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers portfolio management, financial planning, retirement plan consulting, and alternative investment consulting, managing assets through a wrap-fee program and using a combination of fundamental, charting, and quantitative research in its investment approach.
Based on Bazis Private Wealth, LLC
Financial planning fixed fees from $1,000 to $15,000; fixed fees also available for Alternative Investment Consulting and Retirement Plan Services
$0 - $1,000,000: Up to 2% $1,000,000 - $10,000,000: Up to 1% $10,000,000+: Up to 0.5%
Rates range from $75/hour (administration) to $432/hour (senior advisor)
Account minimum: $10,000,000 Fee-only: Financial planning fixed fees range from $1,000 to $15,000; hourly rates from $75 to $432 per hour depending on personnel and service
816 S. 169 Th Street
Omaha, NE 68118
Nebraska · Texas
Bazis Private Wealth, LLC
2024 - Present (2 years)
Orion Portfolio Solutions
2023 - 2024 (1 year)
Bank Of the West
2022 - 2023 (1 year)
Orion Advisor Technology, LLC
2019 - 2022 (3 years)
Beacon Hills Restaurant
2019 - 2022 (3 years)
Steaks and Grapes Restaurant
2019 - 2019 (1 year)
Tavern 180 Restaurant
2018 - 2019 (1 year)
Stogies Cigar Bar
2017 - 2019 (2 years)
US Marine Corps
2013 - 2017 (4 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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