| 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% |
9449 Priority Way West Dr., Suite 119, Indianapolis, IN, 46240
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 licensed agent with Penn Mutual and Pacific Life, offering non-variable life insurance policies, dedicating a few hours per week to this activity. He is also the owner and a financial advisor for Miller Wealth Advisors, LLC, a support company/DBA, but dedicates no time to this activity.