| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Lusby, MD
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Learn about disclosures →Benjamin refers clients to law firms for estate planning and assists in funding trusts, dedicating a few hours per week. He is also a Principal/Lead Advisor at Fountainhead Wealth Advisors, a Registered Representative with Arete Wealth Management, and a Principal at Fountainhead Insurance Agency, spending about half his time on these activities.