Fees vary based on the service category and scope of duties, including retainer, flat, hourly, and asset-based fees. For discretionary portfolio service, fees can be up to 0.50% annually, subject to a $500 minimum. Hourly rates for nondiscretionary and consultation services range from $85 to $500 per hour, with a $500 minimum annual fee. Fees are negotiable and agreed upon in writing in advance. Clients using 55ip are not charged any additional fees.