| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.25% |
Fees are negotiable for amounts over $2,500,000. Using the previous tier's fee percentage as the starting point for negotiation.
2825 East Cottonwood Parkway, Suite 500, Salt Lake City, UT, 84121
Get directionsAaron is a rep/advisor for AG Financial, LLC, providing insurance, financial, and investment advisor services since 2006. He is also an independent insurance agent since 2006.