• Licensed Professional Fiduciary Services – Standard Rate
    $200.00 per hour

    Licensed Professional Fiduciary Services – Complex Rate
    $250.00 per hour

    Fiduciary Assistant
    $150.00 per hour

    Transaction Fee
    1% of transaction

    Professional Services Rates:
    The greater of either the following Annual Percentage Fees or the sum of the above hourly fees, costs shall apply, with the Annual Percentage Fees calculated & billed monthly in arrears on the monthly Fair Market Value of Assets (FMVA):

    Percentage Fees: 0.75% of FMVA for the first $10 million, 0.50% for FMVA for the next $10 million, 0.25% of the FMVA above $20 million.

    • All rates are billed to the 1/10th of an hour.

    • The Fiduciary will charge a minimum of 2 hours per month.

    • Fees are invoiced monthly and paid for by client funds. Fees paid from decedent estates are only paid upon court approval.

    • The Complex Rate applies to litigation, complex tax matters, contested matters, and non-emergency night and weekend work requested by the client.

    • The Transaction Fee (charged in addition to the hourly rate) applies to transactions such as real or personal property sales or leases, financing or foreclosure of real or personal property, negotiations for litigation settlement, or complex titling issues.

    • Probate administration fees are computed on a statutory basis per Probate Code §10800. Per Probate Code §10801, extraordinary fees may also be charged at the above hourly rate for services such as, but not limited to, real property sales, litigation, tax issues, and business administration.Please note that, in the capacity in which we will be retained to serve, we may be required to engage the services of an independent attorney or other professionals to assist us, and the costs will be borne directly by the Trust, Conservatorship, Estate, Client, Corporation, or other Legal Entity. These fees, costs, and expenses are not part of our compensation and will be passed on at cost.

    Please note that, in the capacity in which we will be retained to serve, we may be required to engage the services of an independent attorney or other professionals to assist us, and the costs will be borne directly by the Trust, Conservatorship, Estate, Client, Corporation, or other Legal Entity. These fees, costs, and expenses are not part of our compensation and will be passed on at cost.

  • Postage, Shipping, Scanning, Document Duplication, Historical File Archiving, Electronic Conversion, Storage, Insurance, Travel, Bonding & Other Out of Pocket costs will be itemized & passed through to the client at cost or paid directly from client funds.

    Normal travel time is billed at the Fiduciary’s standard rate for one direction. Any long-distance travel (over one hour) is billed at the Fiduciary’s discretion.

Schedule of Fees