| 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% |
8555 Executive Wood Drive, Suite 400, Lincoln, NE, 68512
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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 is an independent contractor and business owner for both Aaron W Petersan, LLC and Focus Financial, LLC. He works as a financial advisor and branch manager, dedicating about half his time to each business.