| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $5.0M | 1.35% |
| $5M+ | 1.10% |
60 Livingston Ave, Saint Paul, MN, 55107
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 →Aimee works as a sales associate at Loft, a clothing retail store in Woodbury, MN. This takes about a quarter of Aimee's time.