November 17, 2015

Schedule of Fees

Master Fee Schedule Guardian Finance and Advocacy Services January 2020

Guardian Finance and Advocacy Services is a 501 (c) 3 nonprofit organization.

The fees we charge pay for the cost of our services and support our mission. These rates are subject to adjustment as needed to meet contracts, regulatory requirements, or a client’s ability to pay.

Conservatorship (Court Appointed):

  • Base rate is $175/month. Paid monthly.
  • For management of real estate and/or investable assets over $250,000, add $125/month. Total is $300/month. Paid monthly.
  • Costs associated with the receipt of Social Security and VA income are assessed under VA Fiduciary and Representative Payee authorities. Other revenues, such as pensions, annuities, etc. are assessed at four percent (4%) of these revenues. Paid monthly.
  • For investable assets over $250,000, add an annual fee of 0.25 percent (25 basis points) to base rate of $300. Assessed at time of appointment with annual reassessment. Paid monthly.
  • For real estate management, add three percent (3%) of net proceeds from sale.
  • One-time closing fee of $500 to transfer or terminate case.

Guardianship (Court Appointed): 

  • Monthly fee of $230 including Payee Fee.
  • Costs associated with the receipt of Social Security and VA income are assessed under VA Fiduciary and Representative Payee authorities.
  • Fees charged to external fiduciaries: $150.00/hour plus $100 per month (or as negotiated).
  • One-time closing fee of $500 to transfer or terminate case.

Pooled and Individual Trust Services

  • Trustee Fees:
    • Set-up fee of four percent (4%) of trust assets deposited, up to a maximum of $1,000.00.
    • Trust Officer fee: $150.00/hour for time spent on account management.
    • For real estate management, add three percent (3%) of net proceeds from sale.
    • Payee services fee (where applicable) – $44 per month.
    • Minimum annual fee: 1% of trust assets managed.
    • One-time termination fee of $500 if account is closed or moved to another trustee.
    • Upon the death of the beneficiary: a one-time closing fee of six percent (6%) of any remainder trust balance, up to a maximum of $10,000.

Professional Fiduciary Services

  • Money Management: $50/hour
  • Power of Attorney: Monthly income/expense management – four percent (4%) of income received. Including wages, pension, annuities, tribal payments, etc. Other services charged at $50/hour.
  • VA Fiduciary: Veterans Administration-determined rate: four percent (4%) of income.
  • Representative Payee: Social Security Administration-determined rate: 2020 rate is $44/month.
  • Non-professional fee of $25.00/hour in lieu of outside contractor costs.
  • Personal Representative (court appointed executor of estate): $150/hour plus $44 per month.

Also, for real estate management, add three percent (3%) of net proceeds from sale. Minimum fee of four percent (4%) of estate. One-time closing fee of $500 to terminate case.

Other Third Party Fees:

  • Bank and investment management fees are passed through at cost.
  • Attorney, accounting, or other extraordinary fees are passed through at cost.