Asset management fees are calculated as a percentage of the total assets managed, billed quarterly in arrears. The fee schedule is subject to negotiation. Financial planning services are offered at fixed fees ranging from $350 to $3,500, or hourly fees up to $350. The firm may waive or offset financial planning fees with advisory fees. WPA does not require a minimum account size to establish or maintain an advisory account; however, we reserve the right to terminate accounts we believe are too small to be effectively managed.