Wealth Advisory Services fees are negotiated and generally range from 0.5% to 1.5% per year of assets under management. The firm considers portfolio size, complexity, and ongoing professional time when determining the fee. Financial planning and consulting services are provided for a fixed fee starting at $2,500 per engagement or on an hourly basis with a rate up to $500 per hour. A minimum of $2,000,000 is required to establish a new advisory account, but this may be waived at the Advisor's discretion.