Fees for investment management are based on a percentage of assets under management, following a tiered schedule. For financial planning, the firm charges a flat rate between $250 and $20,000 per plan, or ongoing flat fees monthly or quarterly, depending on the services. These fees are negotiable. There is no minimum account value required to open or maintain an account with Ellerbrock-Norris Wealth Strategies LLC, but third-party advisors may have their own minimums.