Portfolio management fees are based on a percentage of assets under management. Financial planning services are charged hourly at $250/hour or a fixed fee ranging from $1,000 to $5,000, depending on complexity. These fees are negotiable. The financial planning fee is payable in advance. As a solicitor, they receive a portion of the management fee from other advisors they recommend, ranging from 0.25% to 1.25% of assets under management.