Financial planning and consulting fees are either fixed per project, ranging from $10,000 to $500,000, or hourly, ranging from $195 to $425 per hour. The firm also recommends partnership interests in closed-end private equity funds, where investors generally pay a 10% profit participation after a return of contributed capital and a preferred return, plus an operations fee related to fund expenses. Investment management fees vary depending on the size and complexity of a client’s account and generally range from 0.50% to 2% per year.