DBR charges fixed fees for financial planning and consulting, ranging from $300 to $10,000, depending on scope and complexity. Investment management fees vary between 0.50% and 2.00% annually based on assets under management. Fees are prorated and charged quarterly in advance. DBR may negotiate different rates for certain client holdings. Retirement Plan Consulting Services have a minimum fee of $3,000, and Institutional Advisory Services have a minimum fee of $10,000. DBR's management programs have a stated minimum account balance of $1 Million, which may be waived at DBR's discretion.