Lifetime Financial Planning clients are given an estimated fee for the initial plan development, guaranteed within 15% of the estimate. The minimum financial planning development fee is $8,000, but may be negotiable. Investment management fees range from 0.40% to 2.00% of assets under management. Fees are prorated and paid quarterly in advance, based on the market value of the assets on the last business day of the previous quarter. For clients using the SEI Platform, fees are paid monthly in arrears. Special project fees range from $1,500 to $50,000 and may be negotiable.