| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.65% |
| $2.5M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee, unless the client requests otherwise.
2764 Compass Drive, Suite 225, Grand Junction, CO, 81506
Get directionsAaron owns Tice Tax LTD, a tax preparation business, and is an officer of DAELT LLC, a real estate holding company. He also co-owns Aqua Vita GJ, a mobile IV hydration and nutrition business, and owns WSAS Insurance Brokerage, LLC, which is currently a shell company.