RFS offers financial planning services with fees charged hourly (up to $500/hour), fixed (up to $5,000), or as a percentage of net worth/annual income (0.5%-2.0%). Asset allocation services are billed quarterly, either hourly (up to $500/hour) or fixed (up to $10,000/year). Asset management fees range from 0.50% to 3.00% annually, negotiable based on account value, asset types, financial situation, and trading activity. A minimum account size of $50,000 is required, but exceptions may be granted.