Financial planning fees range from $2,500 to $20,000 initially, and $1,500 to $15,000 for ongoing services, depending on complexity. Investment management fees are tiered, ranging from 0.35% to 0.95% annually, based on the account balance. For example, a $4,500,000 portfolio would incur a total fee of 0.84%. Clients with $3,000,000 or more in investment management receive financial planning services as part of their investment management fee. Fees are negotiable and can be reduced or charged as a flat fee at the firm's discretion.