You'll pay an annual fee based on the value of your investment assets under management. The fee schedule for financial planning clients starts at 1.30% for the first $780,000, decreasing to 0.50% for assets between $8,000,000.01 and $18,000,000, with fees negotiable above $18,000,000. Investment-only clients have a different fee schedule. Financial planning clients also pay a one-time data-gathering and design fee of up to 50% of the annual financial planning fee. Financial Planning clients have a minimum quarterly fee of $1,875. Hourly consulting is available at $350-$990 per hour depending on the advisor.