| 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.
134 Industry Lane, Suite 5, Forest Hill, MD, 21050
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Learn about disclosures →Andrew is a registered assistant at Akers Financial Group since May 2024. He is also a freelance musician, performing in clubs and venues, dedicating about 10-20% of his time, and a residential real estate investor since 1998, dedicating a few hours per week.