Our FEES

All fees will be customized based on the scope of the services provided and expertise needed to complete the assignment.  Fees are generally charged as follows:

  • Fees will be charged on an hourly basis, in a range of $50 to $150 per hour.   

  • Fees for professional fiduciary services may be charged on an hourly basis or a percentage of the value of assets under management.  These fees will be customized and negotiated based on the scope and complexity of services necessary to manage the administration.   

  • Fees will be billed and collected on a monthly basis.   

  • A “flat fee” or “minimum fee” may be negotiated in certain circumstances depending on the value of the assets under management and the scope of services necessary to complete the assignment.   

  • A one-time setup fee (in the range of $500 - $2,000) will apply to cover the cost of asset marshalling. 

  • Additional out of pocket costs may be charged through to applicable accounts.

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Our Services

Complimentary consultations will be provided as necessary to identify and define the scope of services and establish the fee arrangement.