| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1000K | 1.35% |
| $1M+ | 1.00% |
Fees may be negotiable.
9200 Shelbyville Rd, Suite 103, Louisville, KY, 40222
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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 involved in several outside business activities. He provides insurance services through FWPP Insurance LLC (full-time), is Vice President/Head Coach of Louisville Track Club (a few hours per week), is a committee member of the Building Industry Association of Greater Louisville (minimal time), and works as an insurance agent at Logan, Lavelle & Hunt (more than full-time).