| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.70% |
Fees are negotiable depending on client specific situation.
Lehi, UT
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 →Aaron is an insurance producer for Shelton Insurance, referring clients for their insurance needs, which takes minimal time. He also works as a bookkeeper for TDR Properties, owns BAM LLC, and co-owns JAPUGH LLC, all real estate holdings companies, dedicating minimal time to each.