The maximum annual fee for asset management is 1.50%, billed monthly or quarterly. Financial planning and consulting fees range from $250 to $100,000 as a flat fee or up to $350 per hour. Helios Quantitative Research is offered to other investment advisers with fees based on hourly, flat, or percentage of AUM, with the percentage not exceeding 0.20%. Pension consulting fees are hourly ($250), flat (ranging from $750 to $12,000), or percentage of plan assets (not exceeding 1.00%).
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