Investment management fees range from 0.10% to 1.25% annually, based on assets under management. Financial planning services are billed separately, either hourly ($250-$500/hour) or as an agreed-upon flat fee. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%, billed quarterly in arrears. Employees and family members of the Advisor may receive waived or reduced fees. The firm does not maintain a minimum fee or a minimum level of account assets.