Fees are negotiable and the maximum annual advisory fee charged for the Atlas, Anchor, and separately managed investment strategies programs shall not exceed 1.50%. The exact fee is based on your amount of assets under management, overall investment objective (asset allocation), discretionary versus non-discretionary trading authorization, and the complexity of the client’s overall financial situation. There is a $500,000 minimum account size and a minimum annual fee of $1,000 for Atlas, a $50,000 minimum account size and a $200 annual minimum fee for Anchor, and a $150,000 minimum account size and a $1,000 annual minimum fee for separately managed investment strategies. Financial planning fees range from $250 to $5,000. Hourly fees are $195 per hour for principals.