A complete list of active advisors currently associated with M. W. Aragao Investment Advisors, LLC

Warmer can help you find a great advisor at M. W. Aragao Investment Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at M. W. Aragao Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.