The annual fee for wealth and trust advisory services ranges from 0.60% to 1.50% of investable assets, subject to a minimum annual fee of $12,000, which may be waived for certain legacy clients. The fee is billed and payable quarterly in arrears based on the average daily balance. There is an initial consultation fee of $1,000. Subsequent meetings are $450 per hour. For clients with $5 million or more of investable assets, the initial consultation is complimentary.