| 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.
323 Rehoboth Avenue, Unit D, Rehoboth Beach, DE, 19971
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Learn about disclosures →Benjamin co-owns Dorey & Bateman Business Solutions LLC, offering tax preparation and PEO services, and spends minimal time on this. Benjamin is also an insurance agent offering accident and health, disability, fixed annuities, and traditional life insurance, dedicating minimal time to this activity. Finally, Benjamin is a member of Bateman Enterprises LLC, providing accounting and financial operations consulting for home improvement, spending minimal time on this.