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Services & Fees

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Pre-Need Planning Consultation - $2,500

We work with you, your family, and your other advisors (attorneys, financial planners, care managers) to create a comprehensive plan for your loved one's future care and financial security.

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Initial Setup & Administration - $10,000 minimum

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• Complete review of all documents and assets

• Setting up accounts and financial systems

• Creating care plans for beneficiaries

• Coordinating with family and caregivers

• Working with your other professionals

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Annual Management Fees

 

We charge based on the value of assets we manage:

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• Under $2 million: 1.5% per year

• $2 million to $5 million: 1.25% per year

• $5 million to $10 million: 1.0% per year

• Over $10 million: 0.85% per year

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Special Needs Trusts: Additional 0.5% due to specialized care required

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Minimum annual fee: $10,000

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Additional Services

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Daily Money Management

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• $300 per hour

• Minimum $3,000 per year

• Help with bills, budgets, and everyday financial tasks

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Representative Payee Services

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• $250 per hour

• Minimum $2,500 per year

• Managing government benefits like Social Security

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Expert Consultation

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• $400 per hour

• Advice and guidance on complex situations

 

When Things Get Complicated

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Some situations require additional expertise and time:

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Court Matters

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• Minimum $500 per court appearance

• Preparation time billed separately

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Estate Settlement (Probate)

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• California statutory fees (typically 2-4% of estate value)

• Additional services: $350 per hour

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Small Estate Procedures

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• $600 per estate

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Complex Trust Modifications

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• $7,500 to $12,500 depending on complexity

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Legal Disputes

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• $400 per hour

• May increase annual fees by 50% during litigation

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What Makes Us Different

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✓ Educational Background: Advanced education in finance and special needs

✓ Personal Attention: We focus on families with larger estates ($2M+)

✓ Bilingual Services: English and Korean

✓ Comprehensive Care: We coordinate with all your other advisors

✓ Specialized Expertise: Deep understanding of special needs and development

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Our Commitment

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We serve families who want professional, caring management of their trusts and estates. Our focus is on providing peace of mind while protecting and growing your family's assets for future generations.

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All fees are subject to written agreement. We review fees annually and provide 60 days notice of any changes.

 

Questions? We're happy to discuss how our services can help your family.