| 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% |
223 Main St, Williston, ND, 58801
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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 an ESOP Committee Member at American State Bank and Trust since 2010 and an ASBT Funds Management Committee Member since 2019, dedicating minimal time to each. He also serves as Chair of the Board for Bethel Lutheran Foundation since 2022, spending minimal time outside trading hours and a few hours per week during trading hours.