Fees
Fiduciary engagements
Advisory & consultant services
Advisory & consultant services
Fees for fiduciary appointments are established on a case‑by‑case basis, reflecting the scope and complexity of the fiduciary responsibilities, the terms and structure of the governing instrument, the scale and composition of assets, and the statutory and instrument‑level protections afforded to the fiduciary. Fees may be structured as a
Fees for fiduciary appointments are established on a case‑by‑case basis, reflecting the scope and complexity of the fiduciary responsibilities, the terms and structure of the governing instrument, the scale and composition of assets, and the statutory and instrument‑level protections afforded to the fiduciary. Fees may be structured as a basis point percentage applied to total assets under management or as a fixed annual flat fee. Fees are payable in quarterly installments and all fiduciary engagements are subject to a minimum of $15,000.
Reasonable out‑of‑pocket expenses incurred in connection with the engagement; including, but not limited to, travel, tax preparation, legal fees, and other costs directly related to administrative duties, are billed separately and are payable in addition to standard compensation.
Advisory & consultant services
Advisory & consultant services
Advisory & consultant services
Fees for advisory and consulting services are charged at a rate of $500 per hour and are based on time spent. Fees are payable in quarterly installments and all advisory and/or consulting engagements are subject to a minimum of $5,000. A retainer may be required depending on the scope and complexity of the anticipated services.
Reasonable
Fees for advisory and consulting services are charged at a rate of $500 per hour and are based on time spent. Fees are payable in quarterly installments and all advisory and/or consulting engagements are subject to a minimum of $5,000. A retainer may be required depending on the scope and complexity of the anticipated services.
Reasonable out‑of‑pocket expenses incurred in connection with the engagement; including, but not limited to, travel, tax preparation, legal fees, and other costs directly related to administrative duties, are billed separately and are payable in addition to standard compensation.