Dickmeyer Boyce charges fees based on a percentage of assets under management, hourly charges, fixed fees, and retainers. A typical fee for a Personal Financial Overview is $1,000. The hourly rate for ad hoc services is $200. For asset management, fees are calculated quarterly based on the assets under management at the beginning of each quarter. Accounts above $5,000,000 have negotiable fees. The minimum portfolio size for individual clients and corporations is $500,000, while the minimum for charitable accounts is $200,000 (otherwise the ERISA fee schedule is used). Note: This firm's brochure lists different fee rates for ERISA plans and charitable accounts, which are excluded from the AUM fee structure below.