| Assets Under Management | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for amounts over $25,000,000.
712 Main Street, Suite 202, Woodland, CA, 95695
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Learn about disclosures →Aaron is a board member for Woodland Healthcare Foundation, dedicating minimal time. He also owns a rental property and serves as the Club Treasurer for Woodland Sunrise Rotary Club, spending minimal time on each activity.