Fees are based on a percentage of your assets under management, billed quarterly. The exact percentage depends on the specific service you choose (Asset Management, Comprehensive Portfolio Management, Horizons Fixed Income Management, or Dynamic BIOs Management) and the size of your account. There is a minimum account size to work with the firm, ranging from $500,000 to $1,000,000 depending on the service. Financial planning and consulting are charged hourly at $375 per hour, which may be negotiable.