The financial planning fee is calculated based upon the size, complexity, and nature of your personal and financial situation and the amount of time it will take to analyze and summarize the plan to perform the services you desire. For assets we manage on your behalf above $1,500,000, the financial planning fee is included. For assets below $1,500,000, we charge an additional fee. The fees are fully transparent and are charged on a quarterly basis. There are no hidden sales charges. Learn more here.