| 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 →Bernard provides IT and federal acquisition regulations cost recovery advisory services, comprehensive financial planning, and manages a rental property trust. He also sells life and health insurance, and volunteers as a treasurer for a soccer association and homeowners association.