| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
2010 Crow Canyon Place, Suite 100, San Ramon, CA, 94583
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Aaron serves as trustee on some investment accounts, dedicating minimal time to this. He is also a singer/songwriter, recording artist, and music performer, spending about 10-20% of his time on this activity, and is the sole owner of The Gabriel Group - Raymond James, dedicating minimal time to it.