The firm offers services on a fee basis, including fixed fees and fees based on assets under management or advisement. The annual management fee for investment management services ranges up to 2.00% annually, assessed quarterly in advance. Fees can be structured as a fixed flat percentage, a tiered fee schedule, or a linear fee schedule. Financial consultation services are offered for a fixed fee based on the estimated time to complete the project or another negotiated fee arrangement. There is no specific account minimum.