The annual investment advisory fee is negotiable, up to 1.30% of assets under management. For new clients after April 1, 2022, fees are tiered (see table). Financial planning and consulting fees range from $5,000 to $100,000 on a fixed fee basis, or $250 to $500 hourly. A minimum annual fee of $10,000 generally applies, but may be waived or reduced at the firm's discretion.