Investment management fees range up to 1.50% annually, based on factors like service complexity and asset level. Fees are paid quarterly in advance. Financial planning is offered hourly (up to $1,500/hour) or as a fixed engagement fee, with estimates provided beforehand. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%. Clients will also incur custody and securities execution fees charged by the Custodian.