Wealth Management Services fees are based on a percentage of assets managed. For accounts with a portfolio value of $1,000,000 or less, effective fees may be greater than or equal to 1.25%. In limited circumstances, a fixed annual dollar fee may be negotiated. Clients are responsible for brokerage commissions, transaction fees, custodial fees, and other related trading costs. Third-Party Manager fees range from 0.25% - 1.00% per annum, in addition to SVBW's fee. The Retirement Plan Advisory Fee is a negotiated rate, either a fixed dollar fee and/or an asset-based fee not to exceed 0.50%. Financial Planning Fees are typically billed either as a fixed dollar or asset-based fee, or a combination thereof, as negotiated with the client.