Certuity's services are offered on a fee basis, including fees based on assets under management and fixed fees. The standard annual asset-based fee is prorated and charged quarterly, in advance, and is generally between 0.30% and 1.50% depending on the market value of assets, the advisor selected, and the services rendered. Certain clients have custom billing arrangements. Certuity also provides general financial planning services to individual clients, with fees that are either fixed, charged hourly, or charged as a percentage of assets being managed and/or reported. Fees for family office services are typically fixed and payable in advance. Fees for Investment Consulting and Outsourced Chief Investment Officer services are fixed, based on assets under management and assets being reported, or a combination of both, and may be subject to a minimum fee.