Investment management fees can be up to 2.00% annually, negotiable and pro-rated quarterly. Some alternative investments may incur a performance-based fee (Carried Interest) of up to 25% of profits above a threshold. Financial planning fixed fees range from $500 to $40,000, while hourly fees are $350/hour, both negotiable. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.