| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable in certain instances.
8331 Madison Blvd., Suite 100, Madison, AL, 35758
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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 works as an agent and investment advisor (upon passing exams) under the DBA Life Course Capital. This activity takes nearly full-time hours, with 140 hours dedicated to trading.