Wealth management fees are based on a tiered schedule applied to assets under management, advisement, and/or supervision. Fees are generally paid quarterly. Financial planning services are offered as project-based engagements (billed hourly up to $550/hour or fixed fee) or ongoing advisory services (annual fee up to $10,000). Retirement plan advisory fees are up to 1.00% annually or a fixed annual fee. Educational seminars and workshops range from $0-$20,000 per event or $0-$500 per participant. Fees may be negotiable.