Hello and welcome to Averett Fiduciary Services! Thank you so much for exploring these pages of my website. I hope you find the content here useful and informative. I've been in this business for a while now and helping you make the best possible decisions is my number one priority. Whether you've found this business profile of mine through an email newsletter, social media channels, or you were referred here by a friend, I'm happy to have you as my guest.
Joanna Averett, MBA, CFP®, AEP®, is a Past President of the National Association of Estate Planners and Councils (NAEPC is a 50-year-old leading multidisciplinary professional organization for estate planners, serving over 230 affiliated local councils and their 27,000 credentialed professional members.), and Past President of the NAEPC Education Foundation.
Joanna has been serving the Inland Empire of Southern California over 20 years in the investment management and estate planning fields.
She received her Bachelor of Business Administration degree from California Baptist University and her MBA from the University of Redlands. She is also an Accredited Estate Planner.
Joanna is active in various local professional and community organizations, some of which include serving as a Past President of the Inland Empire Planned Giving Roundtable Association, Past President of the Riverside Estate Planning Council and Past President of the Pomona Valley Estate Planning Council.
Joanna resides in Redlands with her husband, Mark, and son, Jacob, where she enjoys her family time, physical fitness training and a fun healthy lifestyle.
Safeguard estate assets
Investment of trust assets
Court appointed Conservator
Agent under power of attorney
Act as attorney-in-fact for healthcare decisions
|Value of Assets||Annual Trustee Fee|
|First $1,000,000 of Trust Assets||1.25%|
|Next $1,000,000 of Trust Assets||1.0%|
|Next $3,000,000 of Trust Assets||0.750%|
|Next $5,000,000 of Trust Assets||0.50%|
|Balance of Trust Assets||Negotiable|
Annual Minimum Trustee Fee: $5,000
Additional compensation for extraordinary services necessary to administer the account or special assets will be charged at a rate of $200 per hour plus out of pocket expenses.
When acting as personal representative, executor or trustee of an estate trust the account will be charged 2% of the value of the estate or the estate trust. Extraordinary fees may apply for extraordinary services necessary to settle the estate at a rate of $200 per hour plus out of pocket expenses.