| 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.
2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305
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Learn about disclosures →Caroline operates under the DBA SPFG, an investment-related business, since June 2024. This activity takes about half of Caroline's time during securities trading hours.