Portfolio management fees are based on a percentage of assets under management, as detailed in the fee table. These fees are negotiable. Financial planning fees are fixed, ranging from $1,500 to $3,500 depending on the complexity of the plan. Hourly fees range from $500 to $750. For legacy investment guidance clients, financial planning services are complimentary until the client’s household invested assets reach $100,000. Once client achieves $100,000 in household invested assets, the client will pay a fixed fee of $500 per year. Once the client achieves $250,000 in household invested assets, PWP will request that the client enter into a new Agreement in order to continue services.