| 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% |
200 Crow Canyon Place, Suite 450, San Ramon, CA, 94583
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Learn about disclosures →Aaron is a broker/agent for fixed insurance products since 2009, dedicating minimal time to this activity. He is also an independent contractor and financial advisor for Summit Financial Group, spending about a quarter to half of his time, with significant time during trading hours, and is part of their leadership team.