Most Fiduciary Insurance Services, LLC. client relationships are initiated on a retainer basis.
Retained clients of Fiduciary Insurance Services, LLC. (FIS) receive the following benefits:
- Monthly email highlighting FIS’s view on developing retail and institutional insurance industry product and program development trends.
- Assistance connecting with like-minded or complementary organizations for the initiatives on which FIS is informed that your organization is seeking help.
- Discounted rates on project packages.
- Up to 5 hours annually of consulting support included in the base rate.
FIS’s potential client retention process begins with the scheduling of a free, and mandatory, one hour introductory meeting to discuss the potential client’s objectives, as well as FIS’s services.
In the event there is a match determined in this call, retainer packages are offered at a cost of $750 billed quarterly, for an annual rate of $3000.
Hourly Advice Rate Schedule:
$500/hour, single hour
$450/hour, 1-10 hour packages paid in 2020
$400/hour, 10-40 hour packages paid in 2020
$350/hour, 40+ hour packages paid in 2020
-$50/hour discount on all packages offered to clients on retainer
Project rates are quoted based on number of hours of estimated effort, with terms negotiated on a bespoke basis, based on rates quoted above.