Investment management fees are calculated quarterly, based on a percentage of assets under management. For financial planning and personalized consulting, fees are charged hourly at $250/hour or a fixed fee. Foundational Planning services are offered for a fixed subscription fee of $125/month. The minimum amount of assets for an Investment Management Services relationship is $1 million, except for existing clients, their immediate families, and referrals. Accounts may be aggregated to meet the $1 million minimum relationship size or to achieve higher asset levels and lower annual fee breakpoints. The minimum may be waived by WFS in its discretion.