| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are negotiable.
2400 Dallas Parkway, Ste 100, Plano, TX, 75093
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Matthew is the President/CEO of Peak American Financial Group, Inc. for insurance sales, and President/CEO, Shareholder, and Trustee for the 401(k) plan of Peak American Financial Companies, Inc. He is also a member of inactive entities Cashin, LLC and Secure Legacy, LLC.