| 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 →Brian is the 100% owner of Akers Financial, where he sells fixed life insurance products, health, LTC, and DI, dedicating nearly full-time hours. He also refers clients to various insurance companies for Medicare supplemental, property, and casualty insurance, and owns Acres by Akers, LLC for real estate development.