For UK pension transfers (SIPP), there's an initial fee up to 5% for assets between £250,000 and £1,000,000, and up to 3% for assets over £1,000,000. There's also an annual asset management fee up to 1.5% of pension assets. Additional fees may include platform, custodian, transaction, and discretionary fund manager fees (up to 1%). For investment management services only clients, there may be a one-time onboarding fee ranging from $500 to $1000. Fees are negotiable and depend on factors like assets invested and the work involved. The minimum Investment Management Agreement account size is generally $25,000. Financial planning fees are up to $2,500 initially and up to $1,000 per year for ongoing services.