For individual clients, investment advisory fees are based on assets under management: 1.0% of the first $500,000, 0.8% of the next $500,000, and 0.65% for amounts over $1,000,000. Households with under $200,000 in assets are subject to an additional service fee: $40 between $1,000 - $10,000, $50 between $10,000 - $50,000, or $100 between $50,000 - $200,000. A minimum annual fee of $1,500 applies for management of a company's retirement plan.