Portfolio management fees are based on a percentage of assets under management, but the exact percentage may vary depending on the specific portfolio, its complexity, and overall management. The brochure indicates fees are approximately 1.00% for accounts between $100,000 and $1,000,000, and 1.00% or individually negotiated for accounts over $1,000,000. Financial planning is charged either hourly (up to $500/hour) or as a fixed fee based on net worth. Fees and account minimums are negotiable.