Fees for Unified Managed Accounts and asset management range from 0.50% to 2.00% annually, based on the market value of assets. Financial planning fees can be hourly ($125-$500/hour) or fixed (typically $0-$15,000, but can exceed $100,000 in special circumstances). Financial consulting is done on a fixed fee basis ($500-$4,000 per annum). Fees are negotiable and depend on the complexity of the plan. Trading costs may vary from 0.02% to 0.15%.
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