Fees for customized advisory services are based on assets under management, with a maximum of 2.50%, and are negotiable. Financial planning fees range from $50 to $750 per hour (up to $20,000 annually) or a fixed fee up to $20,000, depending on complexity. ERISA plan service fees are negotiable, based on assets, hourly rates (up to $300/hour), or fixed fees (up to $100,000). Clients may pay transaction charges for trade execution. There may be other fees and charges imposed by third parties.