Investment advisory fees are based on a percentage of assets under management, billed quarterly. The minimum annual fee is $10,000, but this may be waived or negotiated. Private Client and Family Office services have fixed fees starting at $10,000 and $20,000 respectively, plus variable fees based on assets managed. Financial planning services are also available on a project or hourly basis, ranging from $2,500 to $10,000 or $50 to $200+ per hour. The minimum investment is $1,000,000, but this may be waived.