Portfolio management fees are based on a percentage of assets under management, ranging from 2.00%-2.50% for accounts below $100,000 to 0.75%-1.25% for accounts above $1,000,000. Financial planning fees range from $2,000 to $5,000, or $250 per hour, and are negotiable. The firm requires a minimum of $100,000 to open and maintain an advisory account and charges a minimum annual fee of 0.75%. Note: This firm's brochure lists fee ranges instead of fixed rates. The fee will vary within the ranges shown in the table.