You'll pay an annual "wrap-fee" based on the market value of your assets under management. The fees are billed quarterly in advance. The firm's fees are negotiable at their discretion. Due to the additional complexity and time associated with managing an option strategy, if an option strategy is employed, an additional .25% may be added to the fee schedule. The firm recommends accounts with balances of $250,000 or more, though they may allow for a lower account balance at their discretion.