Hourly Rates:
| $ 50: | Clerical work. |
| $ 70: | Fiduciary Bookkeeping. |
| $ 70: | Account administration performed under the direction of a Trust and Estate Manager or Guardian of Person Representative. |
| $ 105: | Guardian of Person Representatives: monitoring well- being and decision making. |
| $ 105: | Estate and Trust Managers, DPOA, Contracts or other financial agreements. |
| $120: | Managers: Supervision of accounts, investment allocation, tax research and preparation. |
| $125: | Executive Director |
Work performed on the account is charged at an hourly rate commensurate with the level of expertise necessary to provide the service.
Annuity Custody Fee:
$500 per year charged to the account if LA+ is trustee for an account with an annuity that is not owned by the trust.
Asset Management:
.01 of the market value of the invested holdings in the account if they are under $500,000, collected annually. .0085 of the market value of the invested holdings in the account if they are over $500,000, collected annually.
Real Estate Sales:
5% of the fair market value if a direct sale.
1% of the fair market value if negotiated by an outside
broker, or hourly charges, whichever is greater.
Residence Base Fee:
$350 per year for maintenance and monitoring of primary residence.