BEAM charges fixed or hourly fees for financial planning, ranging from $600 to $15,000 or $100 to $400 per hour, respectively. Investment management fees vary based on portfolio size, generally ranging from less than 1% to no more than 3% annually. Non-discretionary management fees are less than 1% annually, plus an administrative fee of $50 annually. The minimum account size is $75,000, but can be aggregated among family members. A Minimum Platform Service Fee (MPSF) of $50 annually per advisory account may apply.