Wealth Management/Investment Management fees are based on the market value of assets under management and are charged up to 1.85% annually, paid quarterly in advance. Fees may be negotiable. Financial planning fees are project-based, either hourly ($150-$400/hour) or fixed fee. Ongoing financial planning fees range up to $15,000, invoiced quarterly in advance. WCM does not impose a minimum relationship size, however, the Advisor may impose a minimum annual fee, which can be waived at the sole discretion of the Advisor.