- Executor fees: 3% of the first $1,000,000, 1.5% of balance (lower fees available for larger estates).
- Power of Attorney, Committee and Ongoing Trustee fees: 0.3% of assets under management, with a minimum annual fee of $5000.
- Family Office fees: $300 hourly or fixed monthly fee, depending on services provided.
- Agent Administration fees: $5000, per transaction.
Mutual Fund Trustee:
- Administration fees: $7000 annually, per fund.