Schedule of Fees

Compass Fiduciary Group, LLC has instituted a tiered fee schedule to differentiate between the tasks completed by licensed professionals utilizing their fiduciary expertise and those completed at an administrative level. In accordance with the Arizona Code of Judicial Administration, these tasks are billed incrementally at tenths of the hour and reflect the actual time spent. Staff bills at the hourly rates listed in the tables below.

All appointments (excluding Agency Agreements) are charged an initial file setup fee of $500.00 which includes the initial visit and interview with the client, obtaining the case history and client demographic information, and the initial interview of interested parties. Inclusive of this fee are the costs associated with the physical and database client file creation.

Fiduciary Services

Licensed Staff

Non-Licensed Staff

Court appearances, Meetings with Third-Party Agencies, Corresponding with Interested Parties, Inventory and Appraisement of Assets, Marshaling Assets, Forensic Accounting Services, Annual Accounting Services, Client Visits, Attendance to Medical Appointments, Account Reconciliation, Benefit Procurement and Maintenance, Communication with Interested Parties

$105.00

$95.00


Agency Agreement

Licensed Staff

Non-Licensed Staff

Includes Consultant, Agent, and Stand-Alone Power of Attorney designations. Requires a contractual agency agreement for services.

$105.00

$95.00

Agency agreements are charged a retainer in the amount of $285.00, the equivalent of three (3) hours of work performed. Once the retainer has been exhausted, additional fees may apply at the above specified hourly rate.


Administrative Services

Licensed Staff

Non-Licensed Staff

Receipt, Review, and Payment of Bills, Client Banking Transactions, Client File Maintenance, Administrative Phone Inquiries, 2nd Person Dual Control Activities

$60.00

$60.00

Other administrative tasks including the processing of incoming and outgoing mail, document scanning, incoming fax transmissions, and time associated with document copying are considered necessities of the normal course of business and are accounted for in the Fiduciary Services rate above.


Shopping

Licensed Staff

Non-Licensed Staff

Shopping with or for the client to include personal and medically necessary items

$30.00

$30.00

Expenses:

Mileage – billed at the current rate approved by the Internal Revenue Service

Postage and Delivery – billed at the current postal and private delivery rates

Other expenses incurred and advanced by Compass Fiduciary Group, LLC on behalf of the client will be billed at cost

Fees and expenses are subject to change within thirty (30) days written notice to the parties as required by A.R.S. §14-5109.

Compass Fiduciary Group, LLC , Fiduciary License No. 20647, holds an active fiduciary license issued by the Arizona Supreme Court Administrative Offices of the Courts and is subject to regulation by the program. The regulations governing licensed fiduciaries and fiduciary entities are specified in the Arizona Code of Judicial Administration §7-201: General Requirements and §7-202: Fiduciaries. These administrative rules adopted by the Arizona Supreme Court include a Code of Conduct that all licensed fiduciaries are required to follow. Additional information regarding these requirements and licensed fiduciaries may be obtained from the Arizona Supreme Court at:

http://www.azcourts.gov/cld/FiduciaryLicensingProgram.aspx

Email to PFP@courts.az.gov

Phone: (602) 452-3378

 

Download our Fee Schedule