For portfolio management, fees range from 0.40% to 2.00% based on asset level and complexity, with a minimum account size of $250,000. Accounts below this minimum may be managed for $40 per account annually, not exceeding 3% of AUM. Financial planning fees range from $400 to $20,000 annually or $150 to $450 hourly. Estate planning has a one-time fee up to $1,150, with ala carte services from $50 to $250.