| 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 →Alan dedicates nearly full-time hours to Exclusive Advisors LLC, handling all business with Arkadios Capital through this entity. He also manages the Old Goat Club LLC, a social networking group, spending a few hours per week on this non-investment related activity.