Fees for asset management and Institutional Intelligent Portfolios® are negotiable, but will not exceed 1.50% annually, billed quarterly in advance. Financial planning & consulting fees are charged hourly (up to $500/hour), flat (up to $7,500), or recurring (up to $20,000 annually). Clients paying $6,000 or more in annual advisory fees for asset management receive ongoing financial planning as part of the service, but may pay an initial one-time financial planning fee. Additional fees may apply for extensive estate planning, divorce work, or business evaluation.