Plan First Wealth charges setup fees for certain non-US accounts and ongoing portfolio management fees based on assets under management. For US-based accounts, the ongoing fee is 1.00% annually for assets up to $2,500,000, with lower rates for larger portfolios. For non-US based accounts, the ongoing fee is 0.75% or 1.00% annually. These accounts may also be subject to additional wrap or sub-adviser fees ranging from 0.05% to 0.50%. Initial financial planning fees range from $2,999 to $10,000. There is an investment minimum of $250,000, which may be waived. Fees are generally non-negotiable, but exceptions may be made at the adviser's discretion.