Abacus charges fees for financial planning and portfolio management. Financial planning fees range from $8,000 to $200,000 annually. Portfolio management fees are based on assets under management, with different rates for investment advisory and financial planning, investment-only, and ERISA-qualified plan-only services. If a client chooses to custody their investments other than at Schwab, they are subject to an additional 0.10% fee per year. The minimum annual investment advisory and financial planning fee is $18,000. Fees are negotiable, and clients are billed three times per year in advance.