| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule.
1515 Buenos Aires Blvd, Lady Lake, FL, 32159
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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 the President and owner of Hawks Insurance, Inc., where he works as an insurance agent for life and health products. This activity takes nearly all of Aaron's time.