Investment management fees are calculated as a percentage of assets under management, not to exceed 1.00% per annum, with breakpoints applying to relationships exceeding $1 million. Fees are negotiable. Financial planning services are available to clients with an existing investment advisory account generally at no additional charge. Wealth Advisory Service consulting fees may be fixed or hourly, ranging from $200-$500 per hour. The firm recommends a minimum of $2.5 million in liquid assets to start or maintain an account.