Fees are negotiable for financial planning and estate planning clients. For standalone investment management, the firm generally charges 0.95% of assets under management, but this may vary. Wealth advisory oversight services are generally provided for a fixed fee, ranging from $1 to $250,000 per year, increasing by 3% annually. Fees are prorated and charged quarterly. Clients with assets exceeding $10 million may be charged a fixed fee. Potential clients that would be charged a fixed fee towards the upper limit of $250,000 are typically ultra-high net worth families with a net worth of $50 million - $300 million.