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.   

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