Investment management fees are based on a percentage of assets under management, starting at 1.50% for accounts up to $99,999 and decreasing to 0.50% for accounts between $5,000,000 and $9,999,999; fees are negotiable for accounts over $10,000,000. For combined financial planning and investment management, the fee is 1.00% plus a financial planning fee for accounts up to $500,000; the financial planning fee is waived for accounts over $500,000. Comprehensive financial planning engagements range from $2,400 to $5,000 annually. A starter plan is offered at a flat fee starting at $2,000. Hourly financial planning is available at $250 per hour. Estate planning fees vary based on complexity. There is no minimum account size requirement.