Fees for asset management are based on a percentage of assets under management, depending on the portfolio style selected. The fees are deducted quarterly from the client’s account. There is a minimum account value of $25,000 to establish a managed account. Consulting services are offered at $250 per hour, with a minimum charge of $250. Subscription to the OptionMaximizer platform is offered at $900 per year or $100 per month. Access to tracking portfolios for self-directed investors ranges from $49/month to $99/month.