Investment supervisory fees are negotiable, typically ranging from 0.5% to 2% annually, depending on account size and complexity. Financial planning fees are fixed, generally starting at $5,000, depending on complexity. These fees are negotiable. The financial planning fee is waived for clients who have brokerage accounts under management at Fidelity or Goldman Sachs. There is a minimum account size of $500,000, which may be waived.