Seros Financial charges an annual fee based on assets under management. For example, a $400,000 portfolio would be charged 1.90% annually. The firm generally requires a minimum account size of $500,000, but this may be waived at the firm's discretion. Financial planning and consulting services are billed hourly ($150-$400/hour) or fixed fee ($500-$30,000), depending on the scope and complexity of the services. Ongoing financial planning services are charged an annual fee as negotiated between the client and the firm.