Cross State Financial Group charges fixed or hourly fees for financial planning services. Fixed fees range from $600 to $5,000, depending on complexity. Hourly fees range from $100 to $275 per hour, with a two-hour minimum. Portfolio management and third-party adviser monitoring fees are based on assets under management, as detailed in the fee table. The fees are negotiable based upon the size of the account. The Michigan Branch has a different fee schedule. Our monitoring fee combined with the Third-Party Adviser’s management fee will not exceed 2.00% per year.