Management service fees are generally paid quarterly, in advance, and are based on the market value of assets under management, up to 1.85%. Fees may be negotiable. Financial planning and consulting fees are either hourly ($150-$400/hour) or fixed fee. Ongoing financial planning and consulting fees range up to $15,000, invoiced quarterly in advance. Retirement plan advisory services are charged an annual asset-based fee of up to 1.25%.