A
Aragorn Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,399,001
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$655,960
About
Aragorn Ltd. serves individual investors and also provides investment management to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and consulting along with discretionary portfolio management that can include mutual funds, ETFs, individual equities and debt, options, and components of variable annuities and variable life contracts.
Aragorn tailors its advice to clients’ risk tolerances and objectives and employs a mix of fundamental, technical and cyclical analysis to determine asset weightings and portfolio risk. The firm allocates across seven broad asset classes, monitors relative strength and momentum, and may concentrate allocations when its analysis indicates, generally managing accounts on a discretionary basis.
Uncommonly for a solo independent adviser, the firm’s principal is a licensed practicing attorney who operates a separate law practice offering tax, business, and estate planning services, and the brochure discloses the potential conflicts when legal services are recommended. Additionally, despite a small advisor headcount and modest assets under management, Aragorn accepts institutional clients — a service offering that is relatively rare among its independent-firm peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Active portfolio management
Fee options
Financial planning and consulting services fixed fee generally ranging from $2,500 to $4,000
Less than $200,000 - $199,999: 2.00% $200,000 - $499,999: 1.70% $500,000 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.20% $2,000,000 - $5,000,000: 1.00% above $5,000,000+: 0.80%
$250 per hour for financial planning and consulting services
Fee-only: Financial planning and consulting fees: fixed fee generally $2,500 to $4,000 and/or $250 hourly rate
Main office location
Aragorn Ltd.
Milton MA, United States
Number of offices
1
Most active in
Aragorn Ltd. has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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