CSPIA charges an annual investment advisory fee based on a percentage of assets under management. Fees are generally paid quarterly in advance or arrears. The firm's financial planning fees range from $500 to $25,000, depending on the complexity and scope of services. Hourly fees are also available. Fees are negotiable and may be reduced or waived based on client circumstances. CSPIA can assess fee minimums, and certain flat or fixed fee pricing arrangements exceed 2% of the total assets under management. The fees do not include underlying fund/product fees.