TrustWell offers financial planning services for a fixed project fee (ranging from $600 to $10,000) or an hourly rate ($250 per hour). Asset management services are charged quarterly based on the average daily balance of the account. The annual equivalent fees are 1.00% on assets up to $1,000,000, 0.80% on assets from $1,000,001 to $5,000,000, and 0.60% on assets over $5,000,000. A minimum initial investment of $100,000 is generally required, but may be waived.