Fees are based on a percentage of assets under management, not to exceed 1.00% annually. Fees are negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance. Financial planning services are offered based on a negotiable fixed fee between $5,000 and $10,000 or an hourly fee of $400 per hour. Succession Planning Academy plans range from $1500 to $2000/year.