Advisory Fees A Transparent and Fair Fee Structure Our investment advisory practice is fee-based. Our annual advisory fees are calculated simply as a percentage of assets under management. Our advisory fees are not based on trading activity or commissions. There is no tiered fee structure (2% of the first 50k, 1.75% next 50k...) No nickel-and-dime charges for document review, phone calls, etc. Our minimum advisory fee is $5,000 annually for new relationships. What is Included Comprehensive Financial Planning Fiduciary Investment Management Asset Allocation Investment Due Diligence All transaction costs Advisory Fees Typical percentage of assets fees are 1.00% - 1.50% (subject to a maximum annual fee of $20,000) Flat dollar fees begin with portfolios between $1.5 million and $2 million. Our maximum fee is $20,000 per year. Extraordinary planning services are billed at $300 per hour. Managed Risk Strategies incur an additional fee of 0.75% with a maximum of $5000.