M. W. Aragao Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,866,220
Clients
653
0% high-net-worth
Advisors
1
of 5 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
653
Very HighAverage account size
$71,771
About
M.W. Aragao Investment Advisors provides personalized financial planning and ongoing portfolio management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates as a fee-only adviser and generally charges a percentage-of-assets-under-management for discretionary portfolio management.
The firm uses a strategic asset-allocation, core-and-satellite approach that emphasizes passive index funds and ETFs as the core and adds active managers where deemed appropriate; suitability profiles document clients’ goals, tax considerations and risk tolerance. Its analytic methods include charting, fundamental, technical, cyclical and quantitative analysis, and it may include instruments such as options, leveraged ETFs, short sales and margin in portfolio construction.
M.W. Aragao is run as a solo-practitioner advisory practice that manages roughly 653 client accounts and about $46.9 million in discretionary assets, resulting in a higher-than-typical client load per advisor compared with peers. The firm accepts no commissions or performance-based fees, requires clients to direct brokerage (recommending TD Ameritrade), bills in arrears, and provides regular custodial account reporting.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
$0 - $249,999: 2.00% annually $250,000 - $999,999: 1.30% annually $1,000,000 - $2,999,999: 1.25% annually $3,000,000 - $9,999,999: 1.00% annually $10,000,000+: 0.90% annually
Hourly charges mentioned in Form ADV Part 1, but not detailed in brochure
Fee-only: Fee-only, no commissions accepted
Main office location
M. W. Aragao Investment Advisors, LLC
2374 Diamond Hill Road, 3 B
Cumberland RI 02864, United States
Number of offices
1
Most active in
M. W. Aragao Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Rhode Island
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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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