Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for retirement plan consulting services are negotiable and can be structured as a flat annual fee, a percentage of assets, or a one-time service fee. The table shows fee ranges based on plan size. For example, for a plan between $0 and $1 million, the fee ranges from 0.1% to 1% or $500 to $10,000. The Plan Level Investment Selection 3(38) service incurs an additional 5 to 10 bps per year. Travel and material costs for employee education are charged separately.
Areas of Practice
Advisor Information
Office location
101 S Capitol Blvd Ste 1210, [Wj/Wb/Wl/Ws-Rbo], Boise, ID, 83702
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 owns 100% of Faith Family Finance LLC, which facilitates spiritual growth book publishing, and is the author of a book that facilitates spiritual growth under the name Abide. Both activities take about a third of his time combined and are not investment-related.