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Portland Fiduciary Services
Business Consulting
John is an experienced trust professional with over 18 years in trust administration for Special Needs, Irrevocable, Life Insurance, and Revocable Living Trusts plus 20 years of experience in investment management, business leadership, and insurance planning. John also certifications as a:
Fiduciary services are billed at an hourly rate of $175
per hour billed in 0.10 hour increments. Services provided
under this schedule include, but are not limited to:
Fees for investment management, property management,
estate and trust accounting and tax filings are all billed at
cost.
Portland Fiduciary Services © ALL RIGHTS RESERVED.
+1 (503) 535-0646
PORTLAND FIDUCIARY SOLUTIONS
free initial consultation