The firm offers services on a fee basis, which may include fixed fees, as well as fees based upon assets under management or advisement. The annual management fee for Investment Management Services, including Financial Planning, ranges up to 1.0% annually and is assessed and/or charged quarterly in arrears, based on the daily average balance value. Fees can be structured as a fixed flat percentage fee on total assets in the account, a tiered fee schedule, a fixed dollar amount, or a linear fee schedule. In addition to advisory fees, clients may incur charges imposed by third parties, such as broker-dealers and custodians.