Investment advisory fees are based on a percentage of assets under management. For non-discretionary accounts, fees range from 2.00% on the first $99,999 to 0.80% on amounts over $5,000,000. Discretionary portfolio management fees range from 0.15% on the first $249,999 to 0.10% on amounts over $2,000,000. Financial planning fees are charged hourly ($150-$500/hour), annually (fixed fee $500-$100,000), or as a one-time payment ($500-$100,000). Fees are negotiable based on account size and other factors. The account minimum is $25,000, but may be waived.