Watts Gwilliam & Co., and its division Optic Asset Management, offer services for a fee based on a percentage of assets under management. Fees are determined on a case-by-case basis, considering factors such as account value and complexity. The maximum fee is 1.25% per year. A fixed fee may be proposed for portfolio management. There is a minimum annual household fee of $2,500, which may be waived based on certain criteria. Fixed fees for financial planning range from $500 to $3,500 for the initial plan development. Update sessions and follow up work may require separate arrangements. Watts Gwilliam may charge a quarterly fee up to $15 per account to cover technology costs.