For investment management, fees are tiered based on assets under management (see table). For clients with less than $200,000, the monthly fee for the Guidance Contract is $199. Financial Guidance Services are billed monthly at $199, totaling $2,388 annually. Tax preparation fees range from $200 to $1,200, depending on complexity. There is a minimum fee charged of $600 per quarter for all new clients in the equity strategy, and $600 for fixed income strategy clients. For all grandfathered clients there is a minimum $300.00 fee per quarter.