| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees are negotiated on an IAR-by-IAR, client-by-client, or account-by-account basis.
Elk River, MN
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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 the founder and financial advisor for both Cirrus Retirement Solutions and Cirrus Retirement Solutions, LTD, both financial advising firms. He dedicates about a quarter of his time to financial advising for prospective and current clients.