Financial planning fees range from $1,000 to $15,000 per project and are negotiable. Ongoing financial planning and consulting services are also available for a fixed monthly or quarterly fee, or included as part of a negotiated assets under management fee. The annual fee for asset management services includes CFG’s advisory fee (maximum 1.2%, which is negotiable), plus a sub-adviser strategy fee if the sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable).