Wela charges a fee for investment management services, including advice, consulting, and trade entry. The specific fees are set forth in the Investment Advisory Agreement and shall not exceed 1% annually. Fees are billed monthly in advance based on the market value of assets. Financial planning membership fees range from $1,000 to $10,000 annually, billed semi-annually, quarterly, or monthly. Hourly consulting is available at $250/hour. A minimum of $300,000 is required to open and maintain an individual account, but this may be waived.