We have priced our annual administration fees to be super-competitive in order to capture the always neglected small business owner market space. Fees range based on the type of Trust and the requested engagement services to be provided.
Our baseline fees typically range:
- Tax-Deferred Assets: Plan Setup: $4,500, Annual Admin Range: $2,500 – $4,500
- Passive Assets – Plan Setup: $7,500, Annual Admin Range: $4,500 – $ 7,500
- Active Assets – Plan Setup: $ 15,000, Annual Admin Range: $7,500 – $15,000
We reserve the right to quote all fees and will fully disclose all fees and costs associated with your Plan in our corresponding Engagement Agreement(s). You can expect full disclosure and transparency so that you know what you are getting, at a fair and reasonable investment in us.
Call us today at 800-730-3020 to discuss any concerns you have about your Plan. We assure you will gain a quick understanding of what we can do for you, how much it will take to correct your issues, as well as a identify a steadfast timeline by which to accomplish your objectives.