Our standard investment management fee for private client accounts is 1.00% of gross assets under management. For "supervised accounts" the fee is 0.50% of gross assets under supervision. The fee for "unmanaged accounts" is 0.10% of gross assets under advisement. Wealth Advisory services are generally included, but fees may be negotiated based on complexity. Fees are billed quarterly in advance, and pro-rated refunds are given for early termination. Clients also pay custodian, brokerage, and transaction costs.