Investment advisory fees are based on a percentage of assets under management, calculated on a graduated basis. For private clients, fees range from 1.25% on the first $1 million to 0.25% on assets over $10 million. For charitable organizations, corporations, etc., fees range from 0.50% on the first $10 million to 0.25% on assets over $10 million. Financial planning fees range from $3,500 to $30,000 or more, depending on complexity. Investment consulting services are offered for a fixed fee.