EVP Systems has no sign-up fees, monthly minimums, software upgrade charges, or hidden costs. All support is free. You are only billed when you run evaluations.
Invoices are sent monthly, via either the post or e-mail, and can be paid by check or ACH transfer. E-mailed invoices can optionally have Summary or Detailed breakdowns of usage attached, as a spreadsheet. If you have questions, please contact our Billing Department at firstname.lastname@example.org.
EVP Office Fees
EstateVal, GiftVal, CostBasis
|EstateVal||Date of Death||$2.40||$6.00|
|GiftVal||Date of Gift||$2.40||$6.00|
All prices are per security evaluated. Each foreign security valuation is priced the same as its domestic equivalent plus a $3.60 surcharge, and these are reflected on the invoice as separate billed items. All Collateralized Mortgage Obligation (CMO) evaluations have a flat fee of $6.00. American Depository Receipts (ADRs) are priced as domestic securities.
|List of Companies||Free|
|List of Actions||$1.10|
|Details of Action||$1.10|
Professional Services Fees
|Security Evaluation||$6.00 / security|
|Security Research||$6.00 / security|
|Security Identifier Look-Up||$0.50 / identifier|
|Return via E-mail / USPS / Fax||Free|
|Return via FedEx||$15.00 / report|
|$0.00 – $1,000.00||—|
|$1,000.01 – $2,000.00||15%|
|$2,000.01 – $5,000.00||20%|
|$5,000.01 – $10,000.00||25%|
|$10,000.01 – $20,000.00||30%|
The Monthly Total is determined on a firm-wide basis and applied to each of a firm’s accounts, even if they did not individually spend that much.
Last updated: January 1, 2023