Linscomb Wealth is compensated through a percentage of assets under management, hourly charges, and fixed fees. Wealth planning services are typically included in the investment advisory fee. Discretionary portfolio management fees are assessed quarterly in arrears based on the market value of managed assets. Standalone, discretionary portfolios holding laddered U.S. Treasury securities are charged at a flat annual fee of 0.25%, charged quarterly in arrears. In limited instances, where unique specialty planning work is identified, LW proposes a separate financial planning fee, generally ranging from $5,000 - $50,000. You typically must have an account of at least $1,000,000 to work with them, but they reserve the right to waive the minimum.