Beginning on January 1, 2023, EVP Systems will be adjusting its Fee Schedule as shown below. This is the first change in four years (totaling about 9%), and only the third in two decades.
Our Discount Schedule remains unchanged, and we charge every client according to the same rate sheet—there are no special deals or contracts.
EVP Office: 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. All Collateralized Mortgage Obligation (CMO) evaluations have a flat fee of $6.00. American Depository Receipts (ADRs) are priced as domestic securities.
EVP Office: CapWatch
|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.
|If you have any questions or comments about our updated fees, please feel free to contact our Support Department, at (818) 313-6300 or firstname.lastname@example.org. We value your business and will do everything possible to continue to provide the fastest, most accurate, easiest-to-use, and least expensive historical securities pricing for estate- and gift-tax purposes. Thank you for using EVP Systems!|