SPGA charges an annual fee based on assets under management, not exceeding 1.50% annually, including third-party money manager (TPM) fees. This fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Financial planning is included with asset management services, but extraordinary planning may incur additional charges. Standalone financial planning is available on an hourly basis at $150/hour or a fixed fee ranging from $750 to $5,000, based on complexity. DST positions may incur separate fees. Clients may terminate services with 30 days' notice and receive a pro-rata refund.