Portfolio management fees range from 0.50% to 1.50% annually, billed quarterly in advance. Fees are negotiable based on client circumstances, and account values of family members may be combined for breakpoint discounts. Financial planning services are offered at an hourly rate of $100 to $250, with 50% due upfront. Savings Plan Management has a fixed fee ($480-$1200) or an asset-based fee of 0.25%.