Fees for Services
INDIVIDUAL BILLING RATES
| Function | Rate |
| Executive Director | $140.00 |
| Senior Management | $130.00 |
| Investment Coordination | $125.00 |
| Care Management | $115.00 |
| Function | Rate |
| Financial Management | $115.00 |
| Property Management | $115.00 |
| Financial Support Services | $95.00 |
| Property Management Assistance | $95.00 |
| Function | Rate |
| Income Tax Coordination | $95.00 |
| Accounting Services | $95.00 |
| Operations Administration | $90.00 |
| Tax Preparation Services | Flat Rate, see Schedule |
Partners in Care’s philosophy is to complete necessary work by assigning tasks to staff members with lower hourly rates that have the necessary skills to complete the assignment. Services may require coordination of several staff members. In these instances, billing is entered based on the expertise of each member, individually. Billing statements are prepared monthly.
Operations Account Administration Charge: This is a fixed monthly charge, based on account size, and comprises activities including: filing; processing client mail; routing telephone calls and faxes; processing deposits; fiduciary check writing and processing, review of supporting documents, computer processing, check cost, postage, and authorizing signature; ensuring transactions comply with PIC policies and applicable regulations; and other general administrative tasks on behalf of the client. It ranges from 0.3 hours ($27.00) per month for accounts below $50,000 and up to 1.6 hours ($144.00) per month for accounts above $1,000,000.
For trust estates in excess of $2,000,000, Partners In Care may charge fees as a percentage of assets under management rather than hourly. In these types of cases, fee percentage may be negotiated, and Court approval may be sought to approve the fee structure, if required.
Tax Preparation Services: Partners In Care charges a combination of flat and hourly rates which vary based on the type of tax return it is required to requested to prepare. A schedule of tax preparation rates in available upon request.