Professional Fiduciary CLPF #1488 , NCG
Mitch Ryan
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.
Professional Fiduciary Fee Schedule
Services:
-All services are performed at an hourly rate, billed monthly:
- Fiduciary rate: $100–$175 per hour, depending on task complexity.
- Assistant rate: $50–$75 per hour, depending on task complexity.
-We bill in increments of one-tenth (0.1) of an hour.
Probate Administration fees for ordinary services are already predetermined by the court and 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.
About Mitch Ryan
In A Nutshell:
Mitch is currently 39 years old and graduated with a Business Degree from University of San Diego where he also played TE for the football team from 2004-2008. He married his high school sweetheart and has lived in the Scripps Ranch area of San Diego for 15 years. He is a fitness junkie, and he maintains his strength by trying to keep up with his 3 amazing kids. Two of which are twins. Can you guess which ones? His life has been guided by his strong moral compass and his desire to help others which made him a natural fit for joining the Fiduciary industry in San Diego.
Why Chose A Professional Fiduciary?
1. Unwavering Integrity & Objectivity
A professional fiduciary is legally and ethically bound to act in your best interest. Unlike friends or family who may face emotional or financial conflicts, a fiduciary offers unbiased decision-making based on your values and goals—not personal agendas.
2. Expertise in Complex Situations
From managing trusts and estates to overseeing financial or healthcare decisions, a fiduciary brings specialized training and real-world experience to handle even the most challenging scenarios with competence and care.
3. Consistency & Reliability
Life changes—but your fiduciary’s commitment doesn’t. We provide consistent, long-term support that ensures continuity, stability, and follow-through, especially when others may not be available or equipped to step in.
4. Family Harmony
Disputes can arise when families are left to navigate tough decisions without guidance. A neutral fiduciary helps reduce conflict and keeps everyone focused on honoring the intent of the person at the heart of the matter.
5. Protection of Vulnerable Individuals
Whether for an aging parent, a person with special needs, or someone facing temporary incapacity, a fiduciary can serve as a compassionate advocate—protecting rights, preventing exploitation, and ensuring quality of life.
6. Professional Oversight & Accountability
As licensed professionals, fiduciaries are subject to regulation, oversight, and continuing education. That means clients benefit from best practices, transparency, and a high standard of care.
7. Access to a Network of Trusted Professionals
A professional fiduciary doesn’t work alone. Behind the scenes is a trusted team of accountants, attorneys, care managers, real estate experts, and other specialists who collaborate to manage every detail of your trust or estate plan. This ensures seamless execution, expert guidance, and complete peace of mind.