Investment management fees are based on a percentage of assets under management, billed quarterly in advance. For example, the annual rate is 1.35% on the first $500,000. Financial planning is offered on an hourly basis (ranging from $150 to $250 per hour) or at a fixed rate of up to $10,000 annually. Estate planning document generation is available for a one-time flat fee of $1,700 per household or $1,000 per individual. Fees may be negotiable.