| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
2351 NW Boca Raton Blvd., Suite 100, Boca Raton, FL, 33431
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Learn about disclosures →Roger sells fixed insurance products through various companies and Benchmark Financial Insurance LLC, dedicating about 10-20% of his time. He is also a member of Benchmark Financial Group LLC and Benchmark Financial Group Inc., both holding companies, and spends a few hours per week on each for business management. Roger also spends minimal time as a member of several real estate partnerships.