Investment management fees range from 0.5% to 2.0% annually, based on assets under management. Financial planning fees are either hourly ($175-$650/hour) or fixed ($1,250-$10,000/year), depending on the arrangement. A minimum of $100,000 in assets is generally required for investment management services, but this may be negotiable. They may reduce or waive the hourly fee and/or the minimum fixed fee if a financial planning client chooses to engage them for Portfolio Management Services.