Investment supervisory fees for legacy accounts range from 0.50% to 1.50% annually, negotiable and billed quarterly. Financial planning services, contracted separately, are offered on a fixed fee basis ($250 to $2,500) or hourly ($200/hour), both negotiable. Clients are responsible for third-party fees like custodian and brokerage fees. There is a $250,000 minimum account size, which may be waived.