Investment management fees are based on a percentage of assets under management, ranging from 2.00% to 1.50% annually. Fees are billed quarterly, in advance. There is a minimum account size of $500,000, which may be waived. For clients requesting a written financial plan, a flat fee up to $10,000 will be charged, typically billed quarterly in advance. Ongoing support after the initial plan is available for an annual fee up to $6,500, billed quarterly in advance.