RBF offers managed accounts with fees based on portfolio value. The maximum fee ranges from 2.75% on the first $250,000 to 1.50% for amounts over $2,000,001. Fees are payable in advance, generally on a quarterly basis, and are typically deducted directly from the client’s account. Fees for financial planning or general consulting services are determined in advance on a case-by-case basis, with 50% due upfront and the remainder upon completion. Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.