Asset management fees are based on a percentage of assets managed and are payable quarterly in advance. The fees may be included with transaction costs in a wrap fee or charged separately from transaction costs. For clients partly invested in mutual funds/ETFs and individual stocks, the fee will be blended based on the value of the security types. Hourly financial planning is available at $150 per hour. The firm's minimum account size is $250,000, but this may be waived at the advisor's discretion. Fees may be negotiable.