Fee Schedule

Hourly Rates:

$ 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.
$115: 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.