Comprehensive Portfolio Management fees range from 0.20% to 2.00% annually, depending on account size and complexity. Fees are negotiable and may be charged at a flat rate. Financial planning and retirement plan consulting are billed hourly (up to $500/hour) or as a flat fee (minimum $3,000). OCIO services range from 0.20% to 0.70% annually. Tax preparation has a minimum fee of $500. A household administration fee of $15 per month may apply.