Fees for Services

Partners In Care bills all cases at hourly rates ranging from $60 to $125 per hour1, depending upon the level of expertise required to accomplish the task. Partners in Care's philosophy is to complete necessary work by assigning tasks to staff members with lower hourly rates that have the necessary skills to complete the assignment. Services may require coordination of several staff members. In these instances, billing is entered based on the expertise of each member, individually.

The following is a list of the services provided by Partners In Care and the hourly charges for each service. Not all accounts require all of the following services. To determine which services your account would require, please speak with a representative of Partners In Care. Upon appointment, billing statements are prepared monthly.


Function Rate
Executive Director $125.00
Senior Management $120.00
Investment Coordination $115.00
Care Management $110.00
Function Rate
Financial Management $110.00
Property Management $110.00
Financial Support Services $90.00
Property Management Assistance $90.00
Function Rate
Income Tax Coordination $90.00
Accounting Services $90.00
Clerical and Bookkeeping Services $60.00

Clerical and Bookkeeping: This is a fixed monthly charge based on estimated time incurred and includes: filing; processing client mail; routing telephone calls and faxes; processing deposits and distribution requests; ensuring transactions comply with PIC policies and applicable regulations; and other general administrative tasks on behalf of the client. It ranges from zero for very low-activity accounts to 2.00 hours per month for high activity.

For internally managed investment accounts, Partners In Care charges 0.40% of assets under management annually, billed in quarterly installments. This fee is in addition to the fees for administrative activities listed above. Not all cases will include such accounts.

Partners In Care is licensed, bonded and insured

1 Fees listed are effective 02/01/2019. As costs increase over time, our fees are subject to change.