| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally negotiable.
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Learn about disclosures →Benjamin is a partner at Smiley Smith Wynd LLC, a CPA business, and Franklin Capital Group DBA FCG, which holds investments. He is also a partner at SSW Capital, which holds investments, and Smith Wynd & Co LLC (DBA "SWCO"), a business brokerage specializing in assisting clients in selling small private companies.