The firm charges an annual fee based on a percentage of your assets under management, as detailed in the fee table. For smaller accounts, there's a minimum annual fee of $50.00, which may increase the percentage paid to over 1% but will not exceed 2% per year. These fees cover advisory services only and don't include transaction fees charged by the custodian. IA Reps may also receive commissions from the sale of securities and insurance products, but they do not double-dip.