Advisor at Monarch Wealth Strategies
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Firm
Monarch Wealth Strategies
Location
Los Angeles, CA 90028
Credentials
CFP®, Series 66
Industry experience
22 years
Aaron Clark is a CFP® with 22 years of experience in the financial services industry. He has worked at LPL Financial for 12 years, followed by a brief period at May Wealth Management Group, before joining Monarch Wealth Strategies in 2018. In addition to his advisory role, he is appointed as an insurance agent with various insurance companies. Monarch Wealth Strategies is a team of eight advisors providing discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and pension plans. The firm focuses on clients with at least $750,000 in investible assets and employs a combination of fundamental, technical, and third-party research to guide portfolio management and planning services.
Based on Monarch Wealth Strategies
Up to $30,000 maximum flat fee for financial planning and consulting services
Up to $1,000 per hour for financial planning and consulting services
Account minimum: $750,000 Minimum fee: $7,500 minimum annual fee for wealth management services
6430 Sunset Blvd., Suite 1433
Los Angeles, CA 90028
California
May Wealth Management Group
2018 - 2018 (1 year)
Monarch Wealth Strategies
2018 - Present (8 years)
LPL Financial
2008 - 2020 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
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