Investment advisory fees are based on the market value of assets under management, up to 2.99% annually. Clients may also pay a platform fee of up to 0.25% annually for Wrap Fee Program accounts, covering securities transaction fees and reporting. Additional fees may apply for third-party Model Providers, Outside Managers, or custom portfolio models, potentially reaching up to 1% annually. Financial planning is offered at an hourly rate of up to $400 per hour or as a fixed engagement. Fees are negotiable.