For managing your investments, you'll pay an annual fee based on the value of your account. The fee is 2.00% for assets between $25,000 and $500,000, 1.50% for assets between $500,001 and $1,000,000, and 1.00% for assets above $1,000,001. These fees include charges from sub-advisors, model providers, and custodians. Financial planning is billed hourly at $200/hour, and is negotiable. A minimum of $100,000 is generally required to open a discretionary asset management account, but this may be waived. Fees may be negotiable for accounts over $2.5 million or for related family accounts.