Please note:
- The Annual fees cover the day-to-day handling of trust affairs, such as:
- Asset Accountability
- Payment of bills
- Collection of income
- Distribution of income/assets
- Maintaining Quarterly statements
- There is a minimum monthly fee of $200.00
- Fees are assessed and pro-rated on a monthly basis.
- Additional reasonable fees will be charged on an hourly basis for other extraordinary services not presently anticipated
- Closing costs may apply
* This fee schedule reflects the fees of Fred Schoen, Fiduciary,
but does not include the fees for required outside registered
and licensed investment advisors. Also, does not include setup
and closing costs
Annual Administration Fees
Fiduciary management schedule of
fees on an hourly basis.
It is important to note that outside investment
manages who are registered and licensed are required for this
fee option. The hourly rates below are for services provided
by Fred Schoen individually and the staff of Fred Schoen Fiduciary
Services.