Fees are based on assets under management or advisement. Additional fees may apply for financial planning, reporting, and/or consulting services, which can be a percentage of assets under advisement, based on the client’s net worth or a flat or hourly rate. The firm generally imposes account minimums of $100,000 when offering managed accounts to clients, which may be adjusted depending on the level of service provided to the client, the investment strategy employed by the account and other considerations deemed relevant by the Firm in its sole discretion.