| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Investment management fees may be negotiated on a case-by-case basis.
2629 Townsgate Road, Suite 215, Westlake Village, CA, 91361
Get directionsBenjamin is the President of Wealth Enhancement & Preservation, Inc. and Galt Financial Group, Inc., spending about half his time on each. He also serves as treasurer of the Pat Tillman Foundation, dedicating minimal time, and is a life insurance agent, spending minimal time on that.