| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees negotiable for assets over $25 million.
2423 E Lincoln Dr, Phoenix, AZ, 85016-1215
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Learn about disclosures →Aaron owns rental property and receives rental income. He dedicates minimal time to this activity.