For Private Wealth services, fees are based on a percentage of your assets under management, billed quarterly in advance. There is a $10,000 minimum annual fee. Clients with over $25 million may be eligible for ultra-high-net-worth services with negotiable fees. Short Duration Solutions services have a 0.35% annual fee. Financial planning and consulting services are available for fixed or hourly fees, ranging from $150 to $500 per hour. A stand-alone financial plan is generally billed at $2,500.