The firm charges an annual fee based on a percentage of your assets under management. For example, the annual fee is 1.25% for accounts valued between $100,000 and $500,000. Fees are deducted quarterly from your account. All fees are subject to negotiation. The firm requires a minimum of $100,000 in investible liquid assets to open and maintain an advisory account, but this may be waived at the firm's discretion.