Wealth management and consulting fees range up to $5,000 per quarter on a fixed fee basis and from $200 to $400 on an hourly basis. Certain administrative services are billed between $150 and $180 per hour. Investment management fees are based on a percentage of assets managed. For clients receiving both investment and wealth management/coaching, the fee is 0.60% on the first $3,000,000, 0.55% on the next $2,000,000, and 0.45% on assets exceeding $5,000,000. Investment management-only clients pay an additional 0.25% on each tier. Retirement plan consulting fees range from 0.25% to 0.60%. A minimum annualized fee of $2,500 applies to retirement plan consulting services.