Fees vary depending on the service. Financial planning ranges from $2,500 to $50,000 as a fixed fee or $250 to $500 hourly. Asset allocation services range from $1,000 to $12,000. Investment consulting/portfolio monitoring ranges from $500 to $50,000 or 0.25% to 1.50% of assets monitored. Consulting services to advisors range from $250-$500 per hour or $2,500 to $50,000 fixed. The firm generally requires an account minimum of $500,000, which may be waived.