FEE SCHEDULE AND SERVICES
Consultation
Comprehensive Strategic Intake: Complimentary.
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This thorough introductory session is designed to establish a deep understanding of your unique requirements and financial objectives. We will review your current situation, coordinate with your legal or tax professionals where necessary to gather pertinent data, and provide a clear roadmap of the next steps required for a successful engagement.
Engagement Terms
Initial Engagement Fee: $1,500. Payment is due upon signing the engagement letter. This amount functions as a retainer against future services. Clients are provided with comprehensive itemized monthly statements.
Hourly Rates & Professional Services
Fiduciary Principal
$200 – $350 / hr
Case management, strategic decision-making, court appearances, medical/family liaison.
Para-professional
$100 / hr
Bill payment, record keeping, and account reconciliation.
Relocation
$100 / hr
Logistical management and oversight for client transitions.
Staff Support
$50 / hr
Companionship and essential shopping support.
Travel & Mileage
Variable
Travel Time: 50% of hourly rate. Mileage at IRS standard business rates.
Note
Increments
All hourly services are billed in 10-minute increments applied against the engagement fee.
Ongoing Trust Administration
Active management for living beneficiaries focused on long-term wealth preservation.
• Annual Fee: 0.7% of total assets
• Minimum Annual Fee: $5,000
*Note: Fee may be waived for trusts valued below $1 million.
Trust Settlement Administration
Post-transition administration including asset marshalling, tax filings, and final distributions.
• Base Fee: 1.0% of total assets (up to $3 million)
• Large Estates ($3M+): Tiered percentage rates apply
• Minimum Annual Fee: $5,000
*Note: Fee schedules are subject to mutual modification based on unique circumstances or the best interests of the client and fiduciary.