How Much Does An Investment Advisor Charge? 
How much investment advisors charge will depend on not only the type of service they are providing , but the amount of assets involved as well as the how the advisors charge -LRB- hourly , flat fee , percentage of assets -RRB- . Hourly Rate : Advisors may charge an hourly rate for building a financial plan or reviewing an existing one . The hourly rate will depend on the skill level of work involved . A typical range of this rate would be $ 200 - $ 500 per hour Flat Fee : Advisor may charge a simple set price to complete a task , such as building a financial plan . The rate might be $ 500 or $ 5,000 depending on the complexity of the plan . Percentage of Assets : To manage funds in a client 's portfolio , an investment advisor may charge a set percentage of the amount of assets being managed . A typical range is 0.5 % to 2.0 % of assets . Typically , the higher the amount of assets being managed , the lower the overall fee percentage rate . Each Investment Advisor must disclose their method -LRB- s -RRB- of charging and the fee schedule when engaging in a relationship with the client . But , it does n't hurt to ask the advisor upfront . 