| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
1380 Lead Hill Blvd, Suite 180, Roseville, CA, 95661
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Learn about disclosures →Aaron is involved in several business activities, including commercial real estate brokering as a Managing Director at ReMax Commercial Solutions, and serving as a Financial Advisor through Bangerter Financial Services, LLC. He also sells health insurance as an agent for HST and provides financial planning services through Kasminoff, Oborn & Associates Tax and Wealth Management.