For investment advisory services, the annual fee is based on a percentage of the portfolio's market value, ranging from 1.10% on the first $1,000,000 to 0.60% on amounts over $10,000,000. These fees are negotiable. Stand-alone financial planning fees range from $3,000 to $5,000 on a fixed fee basis, or $200 to $550 per hour. The firm generally requires a $500,000 minimum for new clients, but this may be waived. Note: This firm's brochure lists multiple fee rates for the same asset level. The fee table above shows the tiered rates.