Investment management fees are based on a percentage of assets under management, with a maximum fee of 1.5%. Fees may vary based on account size and complexity and are billed quarterly in advance. Financial planning fees range from $2,000 to $5,000, determined by the complexity of the situation. Hourly charges for wealth management or financial planning range from $200 to $300 per hour. The firm requires a minimum initial account value of $500,000.