LICENSING NOTICE TO CONSUMERS:  Mr. Mircea "Mike" Dragomir (CLPF #188, NCG #1995) and Mrs. Brenda Dragomir  (CLPF #655, NCG #4480) are Professional Fiduciaries licensed by the Professional Fiduciaries Bureau with the California Department of Consumer Affairs. Tel (916) 574-7340;  Website: www.fiduciary.ca.gov | Additionally, both are National Certified Guardians (NCG) with the Center for Guardianship Certification. Tel  (717) 238-4689  Website: https://guardianshipcert.org/

Legal Disclaimers:  This company is NOT a Law Office, Tax or Investment Firm.  Consequently, no information contained on this page or provided by anyone from this firm is to be used or acted upon as Legal, Tax or Investment advice .  Most capacities in which members of this firm serve in, will require an Attorney be retained to represent them.  Other professionals such as Tax Advisers, Investment Managers, Geriatric Care Managers, Doctors, Caregivers, Nurses and other Licensed Professionals will be retained as required.  Professional Fiduciaries may be required to be bonded for the liquid assets under management if so requested by the Client, the Court or the Client's attorney. The cost of the bond and professionals retained will be paid directly from the client's assets.

Who we are:   We are Client Centered and Team Oriented Trust/Estate Professionals that work in Partnership with our Clients and their Advisory Team of Attorneys, Investment Managers, Tax Professionals, Care Managers, Property Managers, Realtors and Others in order to Serve and Protect our Clients and also to Prudently manage their assets both for them and for future beneficiaries.

Services Provided:  Trustee, Administrator, Executor and similar Fiduciary Capacities.

Professional Services Rates:  The greater of either the following Annual Percentage Fees or 

the sum total of the below Hourly Fees, and costs shall apply, with the Annual Percentage Fees calculated and billed monthly in arrears on the monthly Fair Market Value of Assets (FMVA):

   Annual Percentage Fees:

      0.75%   of the Fair Market Value of Assets for the first $10 Million

      0.50%  of the Fair Market Value of Assets for the next $10 million

      0.25%  of the Fair Market Value of Assets above $20 million

   Hourly Fees:    ​​

     $225/hour   California Licensed Professional Fiduciaries, National Certified Guardians

     $145/hour   Senior Client Account Managers, Fiduciary Accounting Services

     $115/hour    Client Account Managers, Foreign Language Translation Rate

      $95/hour   Office Manager and Project Manager

Out of Pocket Expenditures:  Examples include but are not limited to FedEx, UPS or similar Courier and Shipping Services, Certified or Priority Mail,  Document Duplication and Scanning Services, File Archiving Services, Electronic Conversion Services, Offsite Storage, Insurance, Travel, Bonding Fees, Court, Legal or Regulatory Filing Fees and Other Out of Pocket Client's Expenses which will be itemized and passed through to the client directly or paid from client's funds.  

Costs:  An amount equal to 6% of the total fees incurred will be charged as an agreed upon rate for direct costs for routine: copying, printing, faxes, filing supplies, in office storage, mileage, postage, information technology support and services, telephone services and telephone charges. We find for most clients, these costs end up being less, than if we directly charged the client for them.

Risk base transactional fees:  In addition to the above rates, a one-time risk based transational fee of one percent  (1%) for its Fair Market Value shall be charged for:   The Sale or Purchase of Real Estate or Business Entities;  Obtaining Mortgages, Loans, Leases;  The Settlement of Litigation matters;  Obtaining Patents, Royalties, Intellectual Property, Foreign Assets or Similar Items.

Non Standard/Complex Rates:   For International and Litigation/Mediation Matters

   $325/hour  Rate for the Administration of Matters outside the United States of America

   $425/hour  Rate for Trial/Mediation/Testimony/Depositions/Research or similar

Limits of Liability, Acts of God, Disclaimer and Waiver:  This office will take the best possible care in performing its duties, however by retaining this firm and its personnel, it is agreed and understood that certain matters are beyond our control, including but not limited to delays due to acts of God, weather, power outages, interruption of telephone and internet service, computer malfunctions and delays caused by others. Provided that this office exercises ordinary care in its fiduciary and related duties, clients and their successors waive any claims for damages resulting from any acts or omissions, except for damage or injury resulting from gross negligence or willful misconduct.

Physical Office Address:  901 Campisi Way, Suite 330, Campbell CA 95008

Document Retention/Destruction Policy:  Four (4) years after the closure of a matter, all the client's records, correspondence and files be they physical, electronic or in any other format, shall be securely deleted, shredded, erased or otherwise destroyed  and made non-recoverable.