GUARDIAN ANYTIME PPO FEE SCHEDULE FULL
GUARDIAN ANYTIME PPO FEE SCHEDULE PLUS

An HSA is a personal savings account you can use to pay for qualified out-of-pocket medical expenses with pretax dollars.

Attorney, accounting, or other extraordinary fees are passed through at cost.The County’s Maximum Value Plan also offers a Health Savings Account (HSA).

Bank and investment management fees are passed through at cost.

One time fee of $300 or Ten percent (10%) of estate, whichever is greater.

One on one financial counseling including budgeting, paperwork organizing, public benefit acquisition, credit counseling, etc.

Pension, annuities, tribal payments, etc. Monthly income/expense management – four percent (4%) of income received.Minimum annual fee: 1 % of trust assets managed.00/hour for time spent on account management. Base rate is $2 5 per month paid monthly.Upon the death of the beneficiary: a one-time closing fee of six percent (6%) of any remainder trust balance, up to a maximum of $10,000.One-time termination fee of $500 if account is closed or moved to another trustee.Minimum annual fee: 1% of trust assets managed.Trust Officer fee: $140.00/hour for time spent on account management.Set-up fee of four percent (4%) of trust assets deposited, up to a maximum of $1,000.Minimum annual fee: one percent (1%) of estate managed.One-time closing fee of $500 to terminate authority.

GUARDIAN ANYTIME PPO FEE SCHEDULE PLUS

$140 per hour plus monthly fee of $55 per.

Personal Representative (C ourt A ppointed executor of estate)

Veterans Administration-determined rate: monthly fee equal to four percent (4%) of income.

VA Fiduciary (Veterans Administration Appointed)

Drug and Alcohol fees are $97 per month or 10% of Social Security benefits, whichever is lower.

Social Security Administration-determined rate: $52 /month or 10% of Social Security benefits, whichever is lower.

Representative Payee (Social Security Appointed)

One-time closing fee of $300 to transfer or terminate case.

Non-professional fee of $30.00/hour in lieu of outside contractor costs.

Fees charged to external fiduciaries: $150.00/hour plus $150 per month (or as negotiated).

Costs associated with the receipt of VA income is assessed under VA Fiduciary authority.

GUARDIAN ANYTIME PPO FEE SCHEDULE FULL

Full Guardianship Monthly fee of $250 including Payee services.Temporary or Emergency authority: $75 per hour plus $90 per month.One-time closing fee of $600 to transfer or terminate conservator authority except where authority.Non-professional fee of $30.00/hour in lieu of outside contractor costs.Special conservator authority: $140 per hour plus $100 per month.For real estate management, add three percent (3%) of net proceeds from sale.are assessed at four percent (4%) of these Other revenues, such as pensions, annuities, etc. Costs associated with the receipt of VA income are assessed under VA Fiduciary authority.For management of real estate and/or investable assets over $100,000, add $130/month to theīase rate.

Base Conservator rate is $190/month including Payee services.These rates are subject to adjustment as needed to meet contracts, regulatory requirements, or a client’s ability to pay. The fees we charge pay for the cost of our services and support our mission.

Guardian anytime ppo fee schedule