| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.10% |
Fees may be negotiable.
6860 N Dallas Pkwy, Ste 500, Plano, TX, 75024
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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 works as a basketball official (contractor) for multiple sports organizations, including Frisco Fieldhouse, Plano Sports Authority, North Texas Basketball Officials Association, and Great Southwest Officials Association. These activities take about 10-20% of his time each month.