The annual fee for Individual Portfolio Management accounts ranges from 0.65% to 1.50% of assets under management. Fees are generally not negotiable. Financial planning fees are either hourly ($150 to $250 per hour) or fixed ($500 to $5,000), depending on the complexity. Fees are calculated at a family or company level. An Advisor's family may be charged a lower fee than listed on the fee schedule. Capstone may charge a different fee based on a case-by-case analysis due to extenuating circumstances of the client.