Fees for portfolio management are calculated and collected quarterly in advance, based on the account balance. The firm's fee schedule has ranges: 0.60% - 2.00% for assets from $0 to $5,000,000, and 0.40% - 1.75% for assets from $5,000,001 to $10,000,000. Fees are negotiable for accounts over $10,000,000. There is a minimum account size of $25,000. Additional fees include a $25 quarterly billing fee and a $15 per transaction ticket charge, which may be waived. Fees may be in excess of the industry norm and that similar advisory services may be obtained for less.