Wealth management fees are based on a percentage of assets managed (see table). Financial planning services are offered for a flat fee, ranging from $500 for individual planning elements to $4,000 for a comprehensive plan. Pension consulting is billed hourly at $250/hour, negotiable on a case-by-case basis. A minimum of $250,000 is generally required to become a wealth management client, but this may be lowered at the firm's discretion.