Investment advisory fees are negotiable, generally between 0.75% and 1% annually, based on portfolio size. For the first $500,000, the fee is 1.00%, and for amounts over $500,000, it's 0.75%. Financial planning fees range from $2,000 to $7,500 annually per million dollars of assets under management, or $200-$500 per hour. The firm generally requires a minimum asset level of $250,000 for investment advisory services. Fees are negotiable depending on various factors.