| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees may be lowered at BP's discretion based on various criteria.
Hermitage, TN
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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 →Benjamin is a life insurance agent and part owner of Symbiotic Insurance Solutions, Inc. He spends about half his time (20 hours per week) on insurance sales, both individually and through his company.