TPWM generally receives management or advisory fees from its clients, ranging from 0.40% to 1.00% per annum of client assets under management for financial advisory services. Discretionary fixed income portfolio management fees are 0.20% per annum. Fees are negotiable and may vary based on the client's situation, net worth, relationship size, services requested, and complexity of the financial plan. Certain financial planning, tax planning, and other services may incur additional agreed-upon fees. The minimum account size is generally $20 million, subject to waiver.