The firm charges an annual management fee based on a percentage of assets under management, billed quarterly in advance. For example, the fee is 1.50% on assets under $500,000, 1.25% on assets between $500,000 and $1,000,000, and 1.00% on assets between $1,000,000 and $5,000,000. Fees on assets exceeding $5,000,000 are negotiable. There is a minimum account size of $100,000 for new clients, but this may be waived.