Fees vary based on the services you choose. For entrepreneurs, there's a flat fee of $16,000/year plus an asset-based fee (0.90% on the first $5M, 0.50% above that). Combined investment management and financial planning fees are either a flat fee ($2,500-$20,000) or a percentage of assets (up to 1.50%). Stand-alone financial planning is billed hourly at $395/hour. There is a minimum recurring quarterly advisory fee of $2,500. Orion Platform Solution fees will not exceed 0.15% of assets under management. Consulting services range from $200-$500/hour.