Mitch is an independent Private Professional Fiduciary based in San Diego, California.
His priority is advocating for his clients’ best interests and wishes. His services are tailored to meet your individual needs, ensuring that each client receives the personal attention necessary to handle their unique situation.
All services provided by North Point Fiduciary are billed at the hourly rate unless otherwise governed by law or Court order.
• Fiduciary rate $100-$175 per hour based on the level of difficulty of the task . Fees for Support Staff range from $50 - $100 per hour. Billing is done in increments of 0.1 hours.
• Fiduciary fees for Real Property sales are 1% of net sale amount.
Probate Administration fees for ordinary services shall be based on the value of the estate accounted for by the personal representative as follows:
• 4% on the first $100,000
• 3% on the next $100,000
• 2% on the next $800,000
• 1% on the next $9,000,000
• 0.5% on the next $15,000,000
• Court discretion after $25,000,000
* The court may allow additional compensation from the funds of the estate for extraordinary services such as employing or retaining tax counsel, auditors, accountants or other tax experts which may be necessary for the final determination and payment of taxes.
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