| 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.
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Learn about disclosures →Brayden is an undergraduate teaching assistant at Oklahoma State University, dedicating a few hours per week to this non-investment related activity. He also spends about a quarter of his time at Stewardship Wealth Management.