Investment management fees range from 0.50% to 1.50% of assets under management. A minimum of $500,000 in assets is required, but this may be negotiable. Financial planning is offered for a flat annual fee of $5,000 or an hourly rate of $300. The hourly engagement is available only to existing planning relationships with an initial engagement prior to October 1, 2019. For new planning clients, there is an initial deposit of $2500 and then a second installment of $2500 when the work is complete. If annual investment advisory revenue is greater than $5,000, clients are not charged separately for financial planning (after year 1).