For investment management services, fees range from 0% to 1.50% annually, based on assets managed, account types, and the advisory service selected. Fees are billed quarterly in arrears. Financial consulting services are charged hourly, ranging up to $350/hour. Fees are negotiable and can be waived or varied at the firm's discretion. Clients may also incur additional fees such as custodial fees, transaction costs, and fund expenses.