Fees for managed accounts are negotiated and typically range between 0.50% and 1.75% of AUM annually, depending on account size and service complexity. Fees are charged monthly or quarterly in arrears. Financial planning fees range from $2,500 to $10,000, but may vary. BWM may charge for recommending and coordinating third-party services. A minimum annual charge of $2,500.00 applies to securities accounts without a direct auto feed from the custodian for Wealth Data Management Services.