Investment management fees are negotiable and range from 0.5% to 1.5% annually, billed quarterly based on assets under management. Legacy clients (prior to 02/28/2022) may have fee structures ranging from 0.50% to 2.00%. Financial planning services are charged hourly at $250 per hour, with a minimum charge of $1,250. A full financial plan including estate planning and asset map is available for $1300. SIM may charge a lesser fee based upon certain criteria. Clients investing in the strategist portfolios through Orion Portfolio Solutions (“OPS”) may pay additional fees.