| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K+ | 1.75% |
Maximum annual asset-based fee schedule for the Peak Account.
801 Cassatt Road 100 Berwyn Park, Suite 205, Berwyn, PA, 19312
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Learn about disclosures →Bryan is an insurance agent offering various insurance products, including life settlements, accident and health insurance, annuities, long-term care, and property and casualty insurance. He also manages S Corps and other entities related to the sale of health insurance and other benefits; these activities take about half of Bryan's time.