The firm charges an asset management fee of 1% per year, which is negotiable. There is a minimum annual fee of $1,200, billed monthly ($100) or quarterly ($300). Financial planning fees range from $500 to $5,000 per plan, depending on complexity. Hourly financial planning is available at $200 per hour. A fixed fee retainer for financial planning is $5,000 per year, payable quarterly. Emoney services have a one-time setup fee of $250-$500 and a monthly fee of $49.95.