| 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% |
2735 Wind River Lane, Suite 152, Denton, TX, 76210
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Learn about disclosures →Aaron is a financial advisor and owner of Stevens Financial Services. He dedicates minimal time to this support company.