Clearstead's advisory fees can be calculated based on a percentage of assets under management (between 0.10% and 1.00% annually), a fixed rate, or a tiered basis, or a fixed annual retainer. Financial planning fees typically start at $3,500 and are customized to each client. Tax planning fees are also a fixed flat retainer fee customized to each client situation. Family office services also have a separate fixed flat retainer fee. Fees are negotiable and vary based on client circumstances.