CL Wealth Management's fee for portfolio advisory services is based on a percentage of assets under management, and all fees are negotiated between the advisor and the client. The following rates are a guide: 2.25% for $25,000 - $100,000, 2.00% for $100,000 - $250,000, 1.75% for $250,000 - $500,000, 1.50% for $500,000 - $1,000,000, and 1.25% for $1,000,000 - $2,000,000. Fees for assets over $2,000,000 are negotiable. The firm generally requires a minimum of $25,000 to open and maintain an advisory account, but this may be waived. Financial planning and consulting fees are $350 per hour, with flat fees up to $5,000 in some cases.