Trustee Fees in California - Survey
What are standard trustee fees for a California Licensed Professional Fiduciary (CLPF)?
Anodos has conducted a comprehensive survey of the fees charged by California Licensed Professional Fiduciaries (CLPF). Our findings and observations are based upon the published fee schedules of over 15% of all active CLPFs. Many CLPF's will find this data helpful as they fulfill the requirement of the Business and Professional Code §6563 to publish a fee schedule on their website.
CPAs and Attorneys who also serve as successor trustees and are exempt from the CLPF licensure may find this data helpful as they establish their compensation model. Finally, expert witnesses who are providing testimony on successor trustee compensation disputes may find this data helpful in their analysis.
What's Included in this CLPF Trustee Fee Survey:
Download - Trustee Fee Survey
To download the Survey: Choose a payment option below which will give you access to the survey once the payment is completed.
The CLPF Trustee Fee Survey costs $200. CLFP's are invited to purchase the survey for a reduced fee of $100 if they also provide Anodos a copy of their own fee schedule to be included in the development of this CLPF fee database (send to Josh@anodosadvisors.com).
Contact Us:
Josh Yager, Esq., CFP®, ChFC®
805-899-1245
josh@anodosadvisors.com
www.anodosadvisors.com