Fees vary based on services provided and can take the form of an annual fee calculated as a percentage of assets under management. Wealth Management fees range from 0.25% to 1.25% annually, with a $10,000 minimum per year. Wealth Builder fees are typically 1.25% of assets under management with a $2,500 minimum per year. Financial planning fees can be fixed, hourly, or percentage-based. Clients may also incur additional fees such as brokerage commissions, transaction fees, and fund expenses.