The annual advisory fee is based on your portfolio size: 2.00% on the first $500,000, 1.50% from $500,001 to $1,000,000, 1.25% from $1,000,001 to $2,000,000, and 1.00% above $2,000,000. Fees are negotiable. Reuben Cawley, an investment advisor representative, is also a licensed attorney and may perform legal services for clients through his law firm at a base fee of $150/hour or a flat fee of $1,250 for estate planning.