Fees for investment management are based on a percentage of assets under management, up to 1.4% annually. The exact fee varies depending on factors like asset size and complexity. Clients are responsible for brokerage fees, custodial fees, and other investment-related expenses. Limited-scope financial planning is charged hourly or as a fixed fee, which is negotiable. One Charles has a minimum of $400,000 to establish an advisory relationship, but this may be waived or reduced.