Investment management fees are calculated monthly based on the average daily value of your portfolio, with a maximum fee of 1.50% annually. Fees may be negotiable for clients with over $2.5 million in investable assets, those engaged in 401k services, or family/employee-related accounts. Estate planning services through wealth.com are offered for a separate one-time flat fee not exceeding $1,500 per household. Financial planning services are included in the investment management fee. Stand-alone financial planning fees range from $1,000 to $10,000. Consulting fees range from $1,000 to $10,000.