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Julian Aiken is an investment advisor representative with Manhattan West Asset Management, LLC. Julian has been in the industry for over 7 years, holding previous roles at companies such as WordStream, SinglePlatform, and Brunswick Sports & Entertainment. Julian has a focus on the financial planning, pension consulting, selection of other advisers, and portfolio management services for businesses, individuals, and pooled investment vehicles. Julian is registered with the state of California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
03/26/2024 - Present
Manhattan West Asset Management, LLC (Naples FL)
Active
Inactive
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