Investment management fees are based on assets under management. For example, the annual fee is 1.00% on the first $2,000,000, 0.85% on the next $3,000,000, and 0.65% on assets over $5,000,000. Portfolios with assets over $25,000,000 may have a negotiated flat fee starting at 0.60%. Financial planning services have a one-time initial fee of at least $2,500, based on complexity. There is also an annual ongoing financial planning fee of 0.10% of assets under management. Clients engaging the firm solely for financial planning services will generally incur a minimum annual fee of $2,500.