Investment advisory fees range up to 2.00% annually based on assets under management, complexity of services, and the overall relationship. All clients are subject to a $2,000 minimum annual fee, which may be negotiable. Fees are paid quarterly, in advance. Financial planning is offered for an annual fee up to $60,000, which may be offset if the client engages for investment management services. Fees for advising on held away assets, such as a 401(k), may be offered as a fixed fee, separate from the investment advisory fee.