Investment advisory fees are based on a percentage of assets under management. The standard fee schedule starts at 0.95% on the first $2 million and decreases for larger portfolios. Fees are billed quarterly in arrears. Financial planning fees range from $150 to $750 per hour or a fixed fee of $2,500 to $10,000, depending on the complexity. Clients can negotiate fees. Some clients have negotiated a bundled fee to include advisory services and personal tax return preparation.