You'll pay an annual fee based on the market value of your portfolio. For equities, the fee is 1.00% on the first $1 million, 0.60% on the next $4 million, and 0.50% on the next $20 million. Fees are negotiable on amounts in excess of $25 million. For fixed income, mutual funds, and ETFs, the fee is 0.35% on the first $5 million and 0.25% on amounts over $5 million. There is a one-time charge of $1.00 per $1,000.00 for the purchase of CDs. Accounts under the Total Asset Management Service are charged an additional 0.25%. Advisor may serve as a consultant to Client in which case fees are negotiated on a case-by-case basis. Advisor may be engaged to track non-discretionary or unmanaged accounts for performance reporting purposes, a service which carries a fee of up to 0.1% on the non-discretionary assets. Any employee or employee related account(s) in excess of $100,000 in assets will be subject to an Investment Management Agreement and charged a fee of up to 0.1%.