Investment advisory fees are based on a percentage of assets under management. The firm charges 1.00% on the first $2,000,000, 0.75% on the next $3,000,000, and 0.50% on assets exceeding $5,000,000. Fees can be negotiated based on special circumstances. Financial planning fees start at $5,000.00 and depend on the scope and complexity of services. Retirement plan investment advice has a minimum annual fee of $2,500.00.