Investment advisory fees are based on a percentage of assets under management, as detailed in the Investment Advisory Contract. Fees are negotiable. The firm requires a minimum asset level of $5,000 to participate in the CAAP platform. Households above $500,000 in AUM, the annualized advisor's fee includes tax planning and preparation in conjunction with Capital Tax and Consulting. Households above $1,000,000 in AUM qualify for a Living Trust, Will(s) or Power of Attorney documents by the Trust and Will Center or an approved Estate planning firm.