Portfolio management fees are based on a percentage of assets under management. For example, a $2,600,000 account would have a blended annual fee of 1.039%. There is a $1,500 minimum quarterly fee, which may be waived. Comprehensive financial planning is offered at an hourly rate not to exceed $350, with a maximum fixed fee not to exceed $10,000 for the initial engagement. Targeted planning is billed at an hourly rate not to exceed $350, with a minimum of two hours. Sub-advisory fees are charged in addition to the firm's advisory fee.