Wedbush Securities offers financial planning services for a separate fee, documented in a Financial Planning Agreement. The fees depend on the time allocated and the complexity of the plan. For Discretionary Managed Account – Independent Contractor (DMI-IC) and Self-Directed Investment Advisory Accounts – Independent Contractor (SDI-IC), the minimum to open an account is $25,000, but this may be waived. Fees are negotiable and billed quarterly in advance, subject to a minimum quarterly fee of $62.50 ($250 annually) for DMI-IC and $125 ($500 annually) for SDI-IC. There is no termination fee, and terminations result in a pro-rata return of fees billed but not yet incurred. For accounts over $5,000,001, fees are negotiable. Financial Consultants on the DMI-IC and SDI-IC platform typically assess (1) transactional charges of $14.00 per trade and (2) an activity assessment fee of $5.95 per trade.