Fees for individual portfolio management range from 0.80% to 1.00% annually, depending on several factors. Retirement account management fees are 0.40% annually. Financial planning fees are based on an hourly rate of $100.00 to $200.00 per hour, depending on personnel experience. Tax preparation and planning fees are also billed hourly at $100.00 to $200.00 per hour. A minimum account value of $100,000 is required, but clients may alternatively elect to pay a minimum annual fee of $800.