November 17, 2015

Schedule of Fees

Master Fee Schedule
Guardian Finance and Advocacy Services

February 2017

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 to help people achieve their maximum independence and financial health. 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 four percent (4%) of income and $150/month. Paid monthly.  
  • For management of real estate, add $100/month. Total is four percent (4%) of income and $250/month. Paid monthly.
  • For investable assets over $100,000, add an annual fee of 0.25 percent (25 basis points). Assessed at time of appointment with annual reassessment. With or without real estate. Total is four percent (4%) of income, $250/month, plus basis points. Paid monthly.
  • For sale of real estate, add three percent (3%) of net proceeds from sale.
  • Non-professional fee of $50.00/hour in lieu of outside contractor costs.
  • One-time closing fee of $300 to transfer or terminate case.

Guardianship (Court Appointed):  

  • Monthly fee of $225.00.
  • If appointment includes conservatorship, monthly guardian fee is discounted to $184.00.
  • Fees charged to external fiduciaries: $125.00/hour plus $100 per month (or as negotiated).  
  • Non-professional fee of $50.00/hour in lieu of outside contractor costs.
  • One-time closing fee of $300 to transfer or terminate case.

Pooled and Individual Trust Services

  • Trustee Fees:
    • Set-up fee of five percent (5%) of trust assets deposited, up to a maximum of $750.00.
    • Trust Officer fee of $125.00/hour for time spent on account management.
    • Non-professional fee of $50.00/hour in lieu of outside contractor costs.
    • Payee services fee of $41.00 /month.
    • One-time termination fee of $300 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.
  • 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.  

Professional Fiduciary Services

  • Money Management Partners: $50/hour
  • Power of Attorney: Monthly income/expense management – four percent (4%) of income. Other services charged at $50/hour.
  • Legal Custodian: Veterans Administration-determined rate: four percent (4%) of income.
  • Representative Payee: Social Security Administration-determined rate: 2017 rate is $41/month.
  • Standard tax return: $170.00.
  • Personal Representative (court appointed executor of estate): $125/hour plus $41 per month.