| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are 1.00% annually on the average daily market value of the assets held in the portfolio, payable quarterly, in arrears.
3001 Dallas Parkway, Suite 550, Frisco, TX, 75034
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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 a passive investor in multiple real estate properties: The Park at Woodlands Trails Townhomes, Towne Oaks Aprtment Longview LLC, Brook Hollow Apartments, and Brookside Apartments. He dedicates minimal time to each of these investments.