Fees for financial plans range from $0 to $20,000, based on the project's size and scope. Investment management fees are based on a percentage of your assets under management, as detailed in the fee table. For example, a $1,200,000 portfolio would incur an annual fee of $11,500. These fees do not include transaction fees charged by the custodian or mutual fund fees. Fees are payable quarterly in advance. Fees are not negotiable, though some clients may be grandfathered under different fee schedules. The minimum market value of client AUM is generally $1,000,000, but this may be waived under certain circumstances.