Investment management fees are based on a percentage of your assets (see table). The minimum account size is $500,000, and the minimum annual fee is $5,000, both of which are negotiable. Financial planning fees range from $3,600 to $10,000 annually under the Wealth Accumulation Model and $1,500 to $6,000 annually under the Wealth Preservation & Distribution Model. Project-based financial planning is also available for $3,600 to $10,000 per engagement. Tax preparation is billed at $200/hour with an $800 minimum per return.