| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee for funds in the Fixed Account is 0.50%.
237 NE Chkalov Dr, Vancouver, WA, 98684
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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 committee member for the Southwestern Washington Synod ELCA Mission Endowment Fund and St. Andrew Lutheran Church - Endowment Committee, and a board member for Camp Lutherwood Oregon. He also serves as a council member for St. Andrew Lutheran Church, dedicating minimal time to each of these activities.