Investment management fees range from 0% to 2% annually based on assets under management, depending on the third-party program used and the scope of the engagement. For co-advisory or sub-advisory arrangements, clients are generally charged 1.5% annually. Financial planning fees range from $1,500 to $5,000, or hourly fees range from $100 to $300 per hour, depending on the complexity of the services. A minimum investment of $100,000 is generally required.