Investment advisory fees are based on a declining schedule of assets under management, paid quarterly in advance. For example, the blended annual rate for a portfolio valued at $2,000,000 is 0.875%. In certain cases, there is a minimum annual fee of $5,000. Financial planning services are almost always part of the Adviser’s Investment Account Management service. However, clients can engage the Adviser to construct a financial plan where such a plan represents a depth and breadth beyond normal financial planning services. Such fee is negotiable and will be assessed as a fixed fee, typically ranging between $1,000 and $2,500.