49 Financial charges a maximum of $5,000 for limited financial planning engagements and up to $75,000 annually for ongoing financial planning, both paid monthly in advance. Investment management fees are a percentage of assets under management, up to a maximum of 1.65% annually, paid quarterly in advance. Fees are negotiable. Fractional family office services range from $2,500 to $30,000 per month, plus onboarding fees, and require a $10MM net worth ($5MM liquid).