| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Learn about disclosures →Aimee is involved with several investment-related activities, including providing financial planning and consulting services through RPA Financial, LLC and investment advisory services through Global Retirement Partners, LLC. She also provides administrative support to Global Retirement Partners and works for HUB International, dedicating full-time hours to these roles.