| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable.
Fort Worth, TX
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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 the President of ZJC, Inc., a tax-related pass-through entity managing income and expenses related to his role with Pinnacle Wealth Advisors, Inc. This activity is not investment-related.