Investment management fees range up to 2.50% annually, based on the scope and complexity of services, level of assets managed, and the overall relationship. Financial planning fees are either fixed (up to $10,000) or hourly (up to $250 per hour), and are negotiable. Retirement plan advisory fees range up to 1.00% and may be negotiable. The firm generally requires a minimum relationship size of $100,000, but this may be reduced or waived at the Adviser’s discretion.