| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee for funds in the Fixed Account is 0.50%.
11711 N Meridian St, Carmel, IN, 46032
Get directionsAaron is a board member of Indy Christian Sports Fellowship, which aims to help people find their identity in Christ through sports and fellowship. He dedicates minimal time to this role, working with other board members to execute the organization's mission and vision.