Investment management fees are based on an annual percentage of assets under management, billed quarterly in arrears. The maximum annual advisory fee is 1.15%, but specific fees may vary based on account size, complexity, and activity. Financial planning services are typically included for households with over $1,000,000 under management; otherwise, financial planning fees range from $2,500 to $75,000, depending on complexity. Consulting fees also range from $2,500 to $75,000. Hourly rates for financial planning termination range from $150/hour to $500/hour.