| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000.00
6187 Carpinteria Avenue, Carpinteria, CA, 93013
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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 representative at Financial Alternatives, LLC, an Investment Advisor Representative at PlanMember Securities Corporation, and an Investment Advisor Representative (IAR) through CS Planning Corp DBA Financial Alternatives, dedicating about half of his time to each of the first two and full-time to the third. He also serves as Board Chairperson for Cashmere School Board, dedicating minimal time.