Expand Financial charges a fee for investment management services, including advisory and consulting services. The maximum annual advisory fee is 1.50% of assets managed. Fees are calculated either quarterly or monthly in arrears based on the account values. Flat fees may be negotiated. Financial planning services are included in the investment management fees. Retirement plan fees range from 0.03% to 1.00% asset-based or $100 to $75,000 annually for flat fixed fees.