For individuals, the firm offers several fee options: 1% of assets under management, $5,000/year retainer + 0.3% of assets under management, $2,000/year retainer + 0.5% of assets under management, or $400 per hour. The financial planning fee is included with investment management services; if only a plan is needed, the fee is $400/hour. Fees may be negotiated on a case-by-case basis. Some clients pay a monthly or quarterly retainer for consulting work unrelated to securities.