| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1.0M - $5.0M | 2.50% |
| $5M+ | 2.25% |
Total wrap-fee is negotiable.
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL, 33146
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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 a registered representative and President of Lighthouse Capital LTD, dedicating significantly more than full-time hours to this role. He is also an author, chairman of a synagogue, board member of a non-profit, councilman, and a columnist for the Jerusalem Post, dedicating a few hours per week to each of these activities.