Lifemark Securities Corp.

Financial planning flat fees typically range from $250 to $5,000 depending on complexity; one-time fees also possible

IAR fee ranges from 0.35% to 0.5% depending on asset level, with maximum IAR fee capped at 2.0%; client total fee may exceed 2.0% due to program and add-ons

IARs receive commissions for selling commissionable products through broker-dealer activities, but not for advisory services

Financial planning and consulting hourly fees typically range from $100 to $500 per hour

Account minimum: Varies depending on platform and manager; specific minimums disclosed in respective platform or TAMP brochures; no explicit general minimum stated Minimum fee: Minimum annual account fees may be imposed by custodians or platforms depending on account size and program selected; specific amounts not disclosed Fee-only: IAR fees for investment advisory services are negotiable and charged as a percentage of assets under management; no commissions charged on advisory accounts