The firm's fees are based on factors like portfolio size, work required, client location, and meeting frequency. They generally require a minimum of $300,000 in investable assets, but this may be waived. Fees are either asset-based, a flat fee, or a combination of both. The table shows the annual fees for ongoing investment management services, calculated using a blended percentage rate. Clients also pay brokerage transaction costs and ETF or mutual fund fees. One-time financial planning services are available for a fee, generally $3,000, but may be higher depending on complexity.