The annual management fee ranges from 0.25% to 2.00% of assets under management, billed monthly in arrears. The fee is negotiable and based on the account value and complexity of the client's situation. This fee includes the firm's advisory fee, the platform fee paid to the sub-adviser, and the portfolio model manager fee, if applicable. The firm requires a minimum of $500,000 to open and maintain an advisory account, but this may be waived at the firm's discretion.