Clients pay a single asset-based annual fee, calculated and charged quarterly in advance, based on the total account assets under management. The standard fee schedule is tiered (see table). Fees may be negotiable based on the client's financial plan, asset levels, and expected growth. A minimum account size of $25,000 is required, but this may be negotiable. In some cases, clients may be charged a negotiated hourly rate for financial plan-related project work.