Fees for Services
Like any customized service, DFL Fiduciary Services tailors its pricing to each client engagement, based on the scope and complexity of the responsibility, the nature of the governing instrument, the scale of assets, and the protections incorporated into the governing instrument and state law.
Fees are charged on an annual basis and are payable quarterly in arrears. We will also pass through travel expenses for attendance at client meetings and for extraordinary costs. With a client’s agreement in advance, we may impose additional fees for extraordinary services or special circumstances.
The minimum annual fee for a relationship is $25,000. Indicative fee proposals are available upon request and are subject to negotiation.