For investment advisory services, the firm generally charges less than 1% of assets under management, assessed quarterly. There is a minimum annual fee of $85,000, which may be reduced or waived. Fixed fees for investment advisory services range from $100,000 to $1,000,000 annually. For separate, ongoing wealth planning services, fixed fees typically range from $100,000 to $1,000,000 based on the project's scope and complexity. In limited circumstances, an hourly rate starting at $500 per hour may be charged for one-time wealth planning services. Pension consulting services also have a minimum fee of $85,000 and fixed fees ranging from $100,000 to $1,000,000 annually.