| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee for funds in the Fixed Account is 0.50%.
7760 France Avenue South,, Suite 710, Edina, MN, 55435
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Learn about disclosures →Benjamin owns Storyline, LLC, established for business expenses, and is a Wealth Coach/Director of Financial Planning at Parable Wealth Partners, taking nearly full-time. He also sells and services fixed insurance contracts, dedicating minimal time to this activity.