The firm offers financial planning and consulting services at a negotiable hourly rate, generally ranging from $150 to $400 per hour, depending on the service's scope and the professional involved. Investment management fees are generally directly debited on a pro rata basis from client accounts. The exception for this is directly-managed held-away accounts, such as 401(k)’s. As it is impossible to directly debit the fees from these accounts, those fees will be assigned to the client’s taxable accounts on a pro-rata basis. If the client does not have a taxable account, those fees will be billed directly to the client.