For asset management, you'll pay a percentage of your assets under management, billed quarterly. The annual fee ranges from 0.75% to 1.25% depending on the amount of assets managed. A minimum of $250,000 is required to open and maintain an account. Fees are negotiable based on several factors. Financial planning and consulting services are offered at an hourly rate ($150-$500/hour) or a fixed fee (generally not more than $5,000).