Fees for portfolio management and ongoing financial planning are based on a percentage of assets under management. The maximum annual financial planning fee is 1.00% of assets under management. Fixed Income Portfolios are charged a maximum annual fee of 0.35% of assets under management. IRON Incertus Portfolios, IRON High-Quality Equity Portfolios, and IRON Equity Income Portfolios are charged a maximum annual fee of 0.59% of assets under management. IRON Core Plus Portfolios are charged a maximum annual fee of 0.50% of assets under management. Personalized indexing accounts may be charged a maximum annual fee of 0.65%. Fully customized portfolios may be charged a maximum annual fee of 1.00% of assets under management. These accounts have a minimum fee of $50 per quarter. Private investment advisory services have a nominal fee of $3,000 to $5,000 payable when a client purchases a non-public security, and an ongoing management fee of 1.00% to 2.00% of invested capital per year.