| 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 →Alex sells fixed insurance products, dedicating about 10% of their time to this activity. Alex also owns AHR Planning Services, Inc., a private entity established to facilitate securities, advisory, and insurance business, dedicating all of their time to this.