Investment supervisory services are charged an annual fee of 1% of assets under management, but this may be lowered at the adviser's discretion. On a case-by-case basis, the annual fee can be charged as a fixed fee, typically ranging from $10,000 to $20,000 annually. Financial planning fees are calculated on an hourly basis at a rate of $460 per hour. Retirement plan services range from 0.35% to 0.80%, depending on the size of the accounts.
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Learn about disclosures →Walter is a staff accountant at Swink Coplen & Company, primarily preparing tax returns and tax projections.