November 17, 2015

Schedule of Fees

Master Fee Schedule
Guardian Finance and Advocacy Services
January 2019

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 $150/month. Paid monthly.
  • For management of real estate and/or investable assets over $250,000, add $100/month. Total is $250/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 4 percent (4%) of these revenues. Paid monthly.
  • For investable assets over $250,000, 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 $250/month, plus basis points. Paid monthly.
  • For sale of real estate, add 3 percent (3%) of net proceeds from sale.
  • One-time closing fee of $300 to transfer or terminate case.

Guardianship (Court Appointed): 

  • Monthly fee of $228.00.
  • 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: $125.00/hour plus $100 per month (or as negotiated).
  • One-time closing fee of $300 to transfer or terminate case.

Pooled and Individual Trust Services:

  • Trustee Fees:
    • Set-up fee of 5 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.
    • For sale of real estate, add 3 percent (3%) of net proceeds from sale.
    • Payee services fee of $43.00 /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 6 percent (6%) of any remainder trust balance, up to a maximum of $10,000.

Professional Fiduciary Services:

  • Money Management Partners: $50/hour
  • Power of Attorney: Monthly income/expense management – 4 percent (4%) of income received. Other services charged at $50/hour.
  • VA Fiduciary: Veterans Administration-determined rate: 4 percent (4%) of income.
  • Representative Payee: Social Security Administration-determined rate: 2019 rate is $43/month.
  • Non-professional fee of $25.00/hour in lieu of outside contractor costs.
  • Personal Representative (court appointed executor of estate): $125/hour plus $43 per month.

Also, for sale of real estate, add 3 percent (3%) of net proceeds from sale. Minimum fee of 3 percent (3%) of estate. One-time closing fee of $300 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.