Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.65% |
| $2.5M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee, unless the client requests otherwise.
Fee Estimator
Asset management fees are based on a percentage of assets under management. For financial planning and consulting, the firm charges $250 per hour. Qualified plan consulting services are offered for a negotiable fee of $750 - $15,000 based on the complexity of the case. Investment management fees are billed monthly in advance.
Areas of Practice
Advisor Information
Office location
2764 Compass Drive, Suite 225, Grand Junction, CO, 81506
Get directionsRegulatory History (1)
Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Aaron owns Tice Tax LTD, a tax preparation business, and is an officer of DAELT LLC, a real estate holding company. He also co-owns Aqua Vita GJ, a mobile IV hydration and nutrition business, and owns WSAS Insurance Brokerage, LLC, which is currently a shell company.