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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45. For Accounts that qualify for a reduced Advisory Fee, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
You'll pay an annual advisory fee based on the value of your account, covering investment advice, custody, and transaction execution. The fee is calculated quarterly in arrears. For accounts with an average daily market value below $15,000 for a full quarter, a minimum quarterly fee of $45 is charged (or $18.75 if you qualify for a reduced advisory fee). Customers cannot negotiate the fees. In addition to the advisory fee, ETFs and mutual funds have internal fees and expenses. You may also be responsible for brokerage or custodial related account fees and expenses.
Areas of Practice
Advisor Information
Office location
113 E King Street, Strasburg, VA, 22657
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Aaron owns Load & Lock It Self Storage, LLC, a non-investment related commercial property. He also owns Aaron Mormann's Insurance Agency, an investment-related business where he services customers and supervises employees, dedicating about half of his time.