Waterloo Capital offers investment management services on a fee-only basis. The maximum annual fee for this service is 2.5%, calculated based on the market value of assets in the client's account on the last day of the previous quarter. Clients may be charged $250 per hour for additional services such as financial plan implementation or mortgage analysis. For clients with assets under management of $2,000,000 or more, the firm will reduce its next quarterly fee in an amount equal to the transaction-based fees incurred by the client during the preceding quarter.