Financial planning and consulting fees range from $30,000 to $250,000 on a fixed fee basis and/or from $350 to $600 on an hourly basis. Investment management fees vary between 0.50% and 1.50% annually, depending on portfolio size and services rendered. The annual fee is charged quarterly, in advance. A minimum annual fee of $20,000 and a minimum portfolio value of $2,000,000 are imposed, but may be waived at the firm's discretion.