| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.
16930 East Palisades Blvd., Suite 100-C, Fountain Hills, AZ, 85268
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Learn about disclosures →Aaron is a Senior Agent Relationship Manager at Brokers Alliance, a full-time position. He is also an independent insurance agent and occasionally sells life insurance and annuities, spending minimal time on this activity.