Investment management fees are based on a percentage of assets under management, billed quarterly. The standard fee schedule is 1% annually on the first $2 million, 0.75% on the next $3 million, and 0.50% on the remaining balance. The minimum annual fee is $5,000, but fees are negotiable. Financial planning services are offered on an hourly basis (up to $300/hour) or for a fixed fee, based on estimated hours. Napatree acquisition clients have different fee schedules. Wealth management fees for these clients are 0.90% on the first $2 million, 0.75% on the next $2 million (up to $4 million), 0.65% on the next $2 million (up to $6 million), 0.45% on the next $2 million (up to $8 million), and negotiable over $8 million. Agent for Independent Trustee and Non-Profit Organization fees are also listed with negotiable fees over $8 million. Short-Term Fixed Income Portfolio fees are 0.20% up to $2 million, 0.15% on the next $2 million (up to $4 million), and negotiable over $4 million.