Optivise Advisory Services charges fixed or hourly fees for financial planning, with fixed fees up to $10,000 and hourly fees up to $200. For employer-sponsored defined contribution plans, they charge a monthly recurring fee of $30 to $200 per account. Portfolio management services are billed monthly in arrears based on the average daily balance, with maximum annualized fees of 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable and will be reflected in the Investment Advisory Agreement. An annual account technology fee of up to $100 may be assessed.