For separately managed accounts and other investment programs, the firm's maximum annual advisory fee is 1.5% of assets under management, not including other program fees. The total maximum annual fee, including all third-party fees and the firm's advisory fee, will not exceed 2.25%. Financial planning fees are based on the specific services provided and the complexity of the client's situation, typically $250 per hour or $500-$1500/month for ongoing services. One-time financial plans are charged on a project basis. Minimum account sizes range from $5,000 to $100,000, but may be waived at the firm's discretion.