| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.65% |
These are the Equity/Balanced Wrap Fee Schedule. Fixed Income Wrap Fee Schedule is also available.
336 Route 70 East, 2nd Floor, Marlton, NJ, 08053
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Learn about disclosures →Aaron assists in the operation of Domestiks Cleaning Service, a family business, since 2016, dedicating minimal time. He also owns rental real estate since 2019, spending a few hours per week on this activity.