For wealth management, fees are based on a percentage of assets managed (see table). The total minimum annual fee is $10,000, payable quarterly. The maximum annual cumulative Investment Management fee is 1.50%. Emerging Wealth clients with managed assets under $500,000 will be assessed a $425 flat fee per month. Once assets exceed $500,000, they revert to the standard fee schedule. Financial planning services may be charged on a flat fee basis, determined on a case-by-case basis.