| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
800 Shades Creek Parkway, Birmingham, AL, 35209
Get directionsBenjamin is the treasurer for Christ Pres Church, dedicating minimal time to budget planning, bookkeeping, and financial reporting. He also serves as treasurer for North Alabama Lacrosse and as an assistant coach on his son's team, spending minimal time preparing financial statements and giving status reports.