FEE TRANSPARENCY
What We Charge.
Transparent by law. Accountable by choice.
Which one applies depends on your case. We explain before you sign. Most fiduciaries will not tell you this upfront. We will.
TRUST & ESTATE ADMINISTRATION
Five Fee Structures
Fixed.
One price per task. You approve it before we start. A full catalog of defined tasks. Each one has a set price. No hourly surprises. No open-ended billing.
Assets Under Management.
An annual fee based on the value of assets we oversee. The more complex the estate, the higher the percentage. Range: 0.65% to 1.75% depending on size and type.
Statutory.
California Probate Code Section 10800 sets the fee for ordinary services. 4% of the first $100,000. 3% of the next $100,000. 2% of the next $800,000. 1% above that. We do not set this number. The law does.
Hourly.
Only for extra work beyond the normal scope. Litigation. Contested accountings. Asset recovery. The court must approve it first. Published rate: $125 to $495 per hour.
Blended Rate (Team Rate).
When multiple staff work your case, we average the cost. You pay one rate instead of tracking each person. Current rate subject to annual adjustment.
Every dollar accounted for and approved.
CLPF 790. Subject to court approval.
GOVERNMENT COMPLIANCE SERVICES
How We Get Paid
Neither side pays out of pocket.
For Providers
15% Technical Assistance Fee
(Managed Money)
- We check your receipts before the auditor does.
- You get paid faster.
- The fee is already in your grant budget.
CA Prompt Payment Act | 2 CFR 200.459
For Cities
20% Success Fee
(Found Money)
- We find money you did not know you had.
- You keep 80 percent.
- We keep 20 percent.
- If we find nothing, you owe nothing.
COUNCIL-APPROVED FEE GUIDE
Subject to court approval. Current rates as of 2026.