Advisor at Cary Street Partners
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
Cary Street Partners
Location
Wytheville, VA 24382
Credentials
Series 66
Industry experience
13 years
Aaron Summers is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners and its affiliated entities since 2012, with prior experience at Luxon Asset Management. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm offers a range of portfolio management solutions, financial and retirement planning, and access to alternative and private fund vehicles, utilizing both third-party and in-house resources across diverse investment strategies.
Based on Cary Street Partners
Fixed financial planning fees ranging from $500 to $25,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable
Hourly rates charged for specific financial planning engagements, details disclosed in agreements
Performance-based fees charged for certain Feeder Funds; fees depend on share of capital gains or carried interest
Fee-only: Fixed fees range between $500 and $25,000 for financial planning; hourly fees also available
185 West Main St.
Wytheville, VA 24382
North Carolina · Virginia
Cary Street Partners Investment Advisory LLC
2022 - Present (4 years)
Cary Street Partners LLC
2022 - Present (4 years)
Luxon Asset Management
2017 - 2022 (5 years)
Cary Street Partners LLC
2012 - 2022 (10 years)
Cary Street Partners Investment Advisory LLC
2012 - 2022 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Is not active or affiliated with:
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.
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 66
Wytheville, VA
Cary Street Partners
Series 66
Wytheville, VA
Cary Street Partners
Series 66
Wytheville, VA
Ameriprise
Series 66
Wytheville, VA
Edward Jones
Series 66
Wytheville, VA
Ameriprise
ChFC®, Series 63, Series 65
Wytheville, VA
Planmember Securities Corporation
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