Fee Schedule

Fee Schedule

 

Agency Directors $200.00
Tax Director $200.00
Senior Managers $165.00
Senior Asset and Investment Manager $140.00
Asset and Investment Manager $120.00
Asset Administration $100.00
Senior Financial Manager $140.00
Financial Manager $120.00
Support Services (Financial) $100.00
Senior Property Manager $140.00
Property Manager $120.00
Senior Care Manager $140.00
Care Manager $120.00
Support Services (Care Management) $100.00
Social Client Contact (Companion) $75.00
Operations Account Administration Charge Fixed – Below

BILLING PRACTICES

‍GSS’s billing philosophy is to strive to maintain a low hourly rate, to delegate work to staff with lower hourly rates that have the necessary skills to complete the task, and to show all activity on regular statements. Billing statements are prepared monthly.

Percentage of Assets under Management: For trust estates in excess of two million dollars, GSS may charge fees as a percentage of assets under management rather than hourly. On court-supervised accounts, all Percentage Fees are subject to court approval.

Operations Account Administration Charge: This is a fixed monthly charge and comprises activities including: processing client mail; routing telephone calls and faxes; filing; processing deposits; fiduciary check writing and processing, and other general client administrative tasks. The monthly charge is based on account size and assessed at the following tiers:

Account Below $50,000 $30.00
Account $50,000-$250,000 $60.00
Account $250,000-$500,000 $100.00
Account $500,000-$1,000,000 $130.00
Account Above $1,000,000 $160.00

Tax Preparation Services: GSS charges flat rates which vary based on the type of tax return it is required or requested to prepare. A schedule of the flat rates is available upon request.