|$ 50:||Clerical work.|
|$ 70:||Account administration performed under the direction of a Trust and Estate Manager or Client Care Coordinator.|
|$ 100:||Care Coordinator/Financial Worker services relating to medical or personal care.|
|$ 100:||Account administration performed by a Trust and Estate Manager.|
|$115:||Managers, investment allocation, tax research and preparation.|
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.
.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.