Fees for Family Office Services and Family Wealth Consultation are based on a percentage of assets under management, generally ranging between 0.25% and 1.00%, and are negotiable. Performance-based fees can also be negotiated, based on a percentage of assets under management (0.25%-0.50% annually) plus 10% of net return over 3 month LIBOR. Investment Management Services fees are negotiated individually and can vary based on factors like account size and service level. Fees are billed monthly or quarterly in arrears. The firm requires a minimum investment of $1,000,000 to participate in the All-In Fee program.