The firm charges an annual fee based on a percentage of assets under management. For Wealth Management services, there is an initial engagement fee of $2,000 upon execution of the agreement and $2,000 on the delivery of the Investment Policy. This initial fee is credited against future billings if EKF is selected to implement the IPS. The minimum portfolio size for Wealth Management Services is $1,000,000, but this is negotiable under special circumstances. Consulting fees range from 0.15% to 0.35% with a minimum annual fee of $20,000. Hourly planning engagements range from $200 to $600 per hour.