| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
17767 N. Scottsdale Road, Suite 310, Scottsdale, AZ, 85254
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 works as an Investment Advisor Representative for Mariner Wealth Advisors and as an Associated Person for MSEC, LLC, both since 2019. Both roles are investment-related and take up full-time hours during securities trading hours.