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 | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and may differ from client to client.
Fee Estimator
Fees vary depending on the service. Investment Consulting Services and AMC Advantage Program fees are based on a percentage of assets under management, as detailed in the fee table. Plan Sponsor and Plan Participant Services fees are also based on a percentage of plan assets and are negotiable. Plan sponsors that elect ERS’ Envestnet ERS 3(38) discretionary services will incur an additional 0.05% fee. An annual base fee of $2,500 applies to newly established plans.
Areas of Practice
Advisor Information
Office location
110 S Stratford Rd, Fl 5, Winston-Salem, NC, 27104
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 Activities
Aaron is a partner in Set 24 Realty LLC, managing a rental property, and dedicates minimal time to it. He also serves on the Investment Committee for Trellis Supportive Care, spending minimal time monitoring their investment portfolio.