Investment management fees are based on a percentage of your assets: 1% on the first $3 million, 0.75% on amounts between $3,000,001 and $6,000,000, and 0.5% on amounts over $6,000,000 annually. For portfolios below $2,000,000, there's a minimum advisory fee equivalent to 0.1% in addition to the fee schedule. The firm has a minimum portfolio size of $1,000,000, but may make exceptions. For "young professionals", there is a minimum quarterly fee of $1,250. Select Investment Review clients are charged $600-$900 per hour. Financial planning fees are fixed and agreed upon before services begin. ERISA Fiduciary Services have their own fee schedule based on plan assets.