| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are charged as a percentage of assets under management. There is a separate indexing program fee.
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Learn about disclosures →Benjamin is an insurance agent since 2022, focusing on sales and service. This activity takes about 10-20% of his time during trading hours.