Asset management fees are charged monthly, based on the size of your assets and the complexity of services, ranging from 1.32% to 1.65% annually. Financial planning services are offered at an hourly rate of $125 to $500, or a fixed fee up to $30,000 per plan, depending on complexity. Cash management services are offered at a fixed rate not exceeding 0.50% per annum. Retirement plan consulting fees range from 1.10% to 1.30% annually.