The annual fee for investment supervisory services is based on a percentage of assets under management. For the first $3,000,000, the fee is 1.00%. For the next $4,000,000, the fee is 0.70%. For assets over $7,000,000, the fee is 0.55%. Charitable accounts receive a 10% discount. They require a minimum account size of $500,000. Financial counseling is included for clients with at least $1 million of investable assets under management.