| 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.
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Learn about disclosures →Alfredo spends nearly full-time working for Gulf Coast Wealth Management. He also sells non-variable insurance, dedicating a few hours per week to this activity since 2019.