510.918.3734 [email protected]

Fee Schedule

Fee Based Upon Gross Value of the Trust

$1M to $5M:  1%

$5M to $10M:  .75%

$10M to $15M:  .50%

$15M and above:  .25%

Hourly Rates

Fiduciary:  $350 per hour

Project and Accounting Managers:  $225 per hour

Bookkeeping:  $100 per hour

Clerical:  $50 per hour

For trusts with a high level of complexity, rates may differ from or exceed the above rates.

Reach Me

260 Lafayette Circle
Lafayette, CA 94549