Investment management fees are based on a percentage of your assets under management, using a tiered rate schedule. For example, a client with $1,000,000 in AUM would pay $2,626.03 for the first quarter of the year. Once a household reaches $5,000,000.01 in managed assets, a flat rate fee schedule applies. The firm typically requires a minimum portfolio size of $500,000. Financial planning services are offered at $250 per hour (6-hour minimum) or a flat fee (minimum $1,500). Fees are negotiable. Clients also pay brokerage commissions and other related costs.