Fiduciary Services

Trustee Percent Fee Schedule

One-time onboarding fee covers the cost of setup, implementation, scope of work and other agreed-upon plans like other steps in the workflow.

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Standard Rates:
$150/hour (Fiduciary)
$85/hour (Staff)
If assets are valued at
< $2 Million
1.5% of Trust's Value
If assets are valued at
> $2 Million
Court Appointed Rates:
On the first
On the next
On the next
On the next
$9 Million
On the next
$15 Million

What's Included?

Fiduciary Accounting

Fiduciary Health/Support

Please note that the duty/obligation of the fiduciary services provider is to help with whatever the trustee requires.