Fiduciary:

  • 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:

  • Family Office fees: $300 hourly or fixed monthly fee, depending on services provided.

Escrow Agent:

  • Agent Administration fees: $5000, per transaction.

Mutual Fund Trustee:

  • Administration fees: $7000 annually, per fund.