Investment management fees are a maximum of 1.50% annually, calculated and payable quarterly. Wealth management services include an implementation fee up to $3,500 and monthly financial planning fees up to $1,250, plus investment management fees. Accounting and tax services range from $950-$4,000 per business location per month. Hourly financial planning ranges from $100 to $400 per hour, with higher rates for services provided by Mr. Harper. Minimum account sizes may be imposed by sponsors or managers, potentially up to $250,000.