D’Orazio Wealth Advisors charges a fixed quarterly retainer for ongoing financial planning and discretionary investment advisory services. The annual fee is based on the combined value of assets under advisement, including actively managed assets and assets in employer-sponsored retirement plans where they provide investment advice. The fee schedule is: Up to $2,000,000: $10,000; $2,000,001 - $4,000,000: $15,000; $4,000,001 - $6,000,000: $22,500; $6,000,001 - $8,000,000: $30,000; $8,000,001 - $15,000,000: $50,000; $15,000,001+: Negotiable. A courtesy discount may be extended to family members of existing clients with assets under advisement below $1,000,000: Up to $500,000: $3,000; $500,001 - $1,000,000: $5,000. Fees may be reduced based on various criteria. Retirement plan consulting services are charged at 0.50% of the market value of plan assets.