Financial planning and consulting fees range from $2,500 to $250,000 per year or 0.05% to 0.50% for ongoing investment consulting, depending on the scope and complexity of services. Investment management fees vary up to 2.00% annually based on portfolio size and services rendered. Fees are billed quarterly in advance. Additional fees may include custodial fees and Dynasty's TAMP platform fees (0-0.45% annually) and independent manager fees (0-1.50% annually).