The firm offers two main service levels: Full Service Financial Planning and Wealth Express. Full Service Financial Planning fees are based on a percentage of assets under management, subject to a minimum quarterly fee of $2,500. Wealth Express, for clients with less than $400,000, also charges a percentage of AUM, with a $1,000 minimum quarterly fee. Stand-alone financial planning and consulting services are available at negotiated fixed fees (ranging from $500 to $50,000 or more) or hourly rates ($150 to $1,000 per hour). Fees are negotiable and may vary based on factors like the advisor assigned, anticipated future earnings, and the amount of assets managed.