Investment management fees are based on a percentage of assets under management, calculated quarterly. For clients who are not investment management clients, a base rate of $1,500 will be assessed on an annual basis for financial planning services. An additional hourly rate of $200 per hour may be charged if there are multiple planning scenarios, further changes, and/or supplemental meetings. Accounts opened under our current fee schedule are subject to a minimum quarterly fee of $250. Fees may be negotiated based on account size and complexity of investments.