For financial analysis, the fee is negotiable up to $450 per hour. Alternatively, a fee based on a percentage of assets comprising the financial plan may be charged, not exceeding 2.5% annually, with a minimum annual fee of $1000. For asset management services, fees are based on a percentage of assets under management, up to a maximum of 2.25% annually, and may include third-party manager fees. Fees are payable quarterly in advance, but may be reduced or tiered at the advisor's discretion.