| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
576 Industrial Parkway, Suite A, Heath, OH, 43056
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Learn about disclosures →Aaron works as a full-time sales manager for Western Southern Life in Newark, OH.