This firm offers three fee schedules: one for financial services with portfolio management, one for portfolio management with limited financial services, and one for portfolio management only. New clients start with a financial service contract, which includes an initial retainer fee between $1,000 and $5,000 for the development of a financial plan, plus an additional fee for each quarter until the plan is completed. Asset-based fees are charged quarterly in arrears. Fees may be negotiable for assets over $10,000,000. A minimum of $250,000 of assets under management is required for portfolio management services, but this may be negotiable.