Asset management fees are based on a percentage of assets under management, according to the tiered schedule in the table. The firm generally requires a minimum account size of $1,000,000, which may be negotiable. For standalone financial planning, the firm charges $250 per hour, subject to a minimum annual fee of $5,000, which may also be negotiable. If you also have assets under management of at least $1,000,000, the minimum annual financial planning fee is waived.