| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA, 91403
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Learn about disclosures →Aaron is an independent insurance agent providing insurance services since 2011. He also serves as Vice Chair for San Fernando Community Health Center and a General Board Member for Community Outreach Alliance, both non-profit organizations.