Asset management fees are charged monthly, in arrears, based on the average daily balance of the account, and will not exceed 2.00% annually. This fee is negotiable. The firm also charges $250 per hour for financial planning, which is also negotiable. Pension consulting services are 1.00% of plan assets, also negotiable. There may be additional charges for data aggregation on retirement plan investments (typically 30 bps per annum). The minimum account size is $25,000, but this is negotiable.