Fees for investment management are negotiable and depend on various factors. For accounts co-managed with AEWM, the firm's fee is 1.75% annually unless otherwise specified. For third-party managed accounts, the overall investment advisory fee will not exceed 2% annually. B.O.S.S. Retirement Advisors receives a portion of the fee from the third-party manager. The minimum fixed fee for financial planning is $500, and for consulting services, it's $250. A minimum of $7,000 is generally required to refer a client to a third-party money manager or platform provider.