Investment management fees range up to 1.50% annually, depending on the investment strategy. Fees are billed monthly in advance or quarterly in arrears. Financial planning is offered on an hourly basis (up to $250/hour) or a fixed fee basis (up to $10,000). Sub-advisory services range from 0.20% to 0.65%. Minimum account sizes apply for different strategies: $100,000 for Equity, $50,000 for ETF, and $25,000 for Mutual Fund and Advisor Directed strategies. These minimums may be waived at the firm's discretion.