The annual fee for investment and portfolio supervisory services generally ranges from 1% to 2.5% of assets under management, depending on the service level. A minimum of $1 million of assets under management is required for these services, though exceptions may be made. There is a one-time assessment of 0.1% against the total assets for consolidating, transferring, retitling and setting up the assets into our portfolio management system. Initial financial planning fees are: Basic $5,500, Advanced $9,500, and Complex $12,500. These fees may be waived for new clients that engage us for investment oversight with a minimum of $1,000,000.