Most clients pay between 0.50% and 1.50% annually based on portfolio size and investment strategy. Fees are deducted quarterly or monthly in arrears. The firm negotiates fees based on complexity, assets, investment types, and other services. There is a minimum account size of $100,000, subject to a minimum annual fee of $1,000. Financial plan fees range from $750 to $5,000 based on complexity. Advisors may reduce or waive advisory fees for related people of the firm, household members of the related person, and/or friends of the Advisor.