| 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% |
4045 N St. Peters Pkwy, Suite 206, Saint Peters, MO, 63304
Get directionsAaron is a fixed life insurance agent since 2020, dedicating minimal time to this activity. He is also a partner at Klaravia, Inc. and an independent contractor for Mission Financial, LLC, working about half his time as a financial advisor.