Investment advisory fees are paid quarterly, ranging from 1.00% to 0.30% annually based on a tiered asset schedule. Financial planning is offered on an hourly basis at up to $350 per hour, or through a subscription-based program up to $500 per month, which may be waived for clients with $1,000,000 or more under management. A la carte financial planning appointments cancelled with less than 24 hours notice incur a $100 fee.