What are the different billing styles available?

Advisors can set up as many fee schedules as they want.

They can bill:

• Flat dollar fee
• Flat percentage fee w/ or w/o a minimum annual dollar fee
• AUM breakpoints w/ or w/o a minimum annual dollar fee

The one thing advisors cannot do is charge two different fee schedules to an account (i.e. a financial planning fee AND an asset management fee).