| Total Assets under Management | Annual Fee |
| $0 - $250,000 | 1.00% |
| $250,001 - $500,000 | 0.95% |
| $500,001 - $2,000,000 | 0.92% |
| Over $2,000,000 | 0.90% |
For example, the total fee for ongoing financial planning and management of a household with total invested assets of $1,500,000 would be as follows:
| First $250,000 | $2500.00 |
| $250,001-$500,000 | $2,374.99 |
| $500,001-$1,500,000 | $9,199.99 |
| Total Annual Fee | $14,074.98 |
