Stockman Wealth Management charges an annual fee based on a percentage of assets under management. The rate is 0.80% on the first $5,000,000 and 0.50% on additional assets above $5,000,000. Financial planning fees are typically $2,500, but may be higher based on complexity. The firm requires a minimum account size of $250,000 for individual portfolio management, but this can be waived or negotiated. They also offer an automated investment program with a flat fee of 0.50% or $10 per month, whichever is greater.