Investment advisory fees are based on a percentage of your assets under management, ranging from 0.25% to 1.20% annually, billed quarterly. The specific percentage depends on the types of assets and the amount invested. There are also minimum fixed fees depending on the portfolio type, such as $3,000 for equities, fixed income & cash equivalents, $1,200 for fixed income & cash equivalents, $500 for mutual funds, and $2,000 for advisory 401(k) plans. Financial planning services are generally provided without a separate charge, but in some instances, flat or hourly fees may apply.