Portfolio management fees are a maximum of 2.00% annually, based on factors like asset level, service complexity, and the overall relationship. Financial planning services are offered for up to $25,000, with the fee determined by the plan's complexity and desired service level. An initial financial planning fee is paid in advance and is non-refundable unless the contract is terminated within five days of signing. The firm requires a minimum balance of $25,000 to open an account, though some accounts of lesser size may be accepted at their discretion.