Fees are negotiable and based on a floating rate schedule, calculated on the net market value of assets in your account. The fee is billed quarterly. In addition to our fee, you may be required to pay other charges such as custodial fees, internal fees and expenses charged by mutual funds, ETFs and variable annuities, fees charged by third party money managers, maintenance and termination fees for IRAs, certain retirement and qualified accounts; and, other fees, commissions and taxes on brokerage accounts and securities transactions. The firm generally requires a minimum investment account of $25,000, but this may be waived at their discretion.