WIA charges fees based on a percentage of assets under management, not exceeding 3.00% annually, and may be negotiated. Fees are calculated monthly in advance. Financial planning fees range from $1,000 to $5,000 or $100 to $275 per hour, depending on complexity. WIA may also charge a platform fee of up to 0.05% annually, with a minimum of $100 annually, prorated monthly. Strategy Fees, Tax Management Fees (TMO), and Direct Indexing Fees (CSDI) may apply in addition to the advisory fee.