| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Standard fee schedule may be negotiable based on a number of factors.
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Learn about disclosures →Peter is a Managing Principal at Stonemark Wealth Management (formerly Wespac Advisors SoCal LLC), a registered investment advisor, dedicating full-time hours. He is also a Registered Representative with The Leaders Group Inc., spending minimal time on brokerage business.