Investment management fees range from 0.10% to 2.0% of assets under management, depending on portfolio size and strategies. Financial planning fees are charged as a one-time flat fee ($150 to $10,000) or an ongoing yearly flat fee, billed quarterly. Combined financial planning and investment management fees range from 0.25% to 2.0%. Fees are negotiable. The minimum relationship size is $100,000, but this may be negotiable.