Investment management fees range from 0.50% to 2.00% annually, based on factors like services offered, complexity, asset level, and overall relationship. Clients are also subject to an annual platform fee. Financial planning services are offered as a separate fixed project fee engagement ranging from $1,000 to $15,000. Ongoing consulting services range from $10,000 to $220,000. Fees may be negotiable at the sole discretion of the advisor.