| 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.
134 Industry Lane, Suite 5, Forest Hill, MD, 21050
Get directionsAlexander is an associate financial planner at Akers Financial Group, which involves selling insurance products, securities, and providing financial advice, taking up more than full-time hours. He also co-hosts two radio shows, is a managing partner in a consulting company, a tax preparer, and a wedding officiant.