1-949-391-2012 [email protected]

Services

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Fiduciary Services

Professional fiduciary and trustee services, provided personally by Eugene Y. Kim, California Licensed Professional Fiduciary (CLPF #1408, Professional Fiduciaries Bureau). Eugene manages and safeguards financial assets, estates, and trusts in your best interest, with a high degree of ethics and security awareness.

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Business Consulting

Business analysis, optimization, and standard operating procedures. We identify bottlenecks and failure points and recommend solutions that enhance efficiency, profitability, and overall performance.

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Technology Solutions

Technology implementation, security, and compliance guidance backed by prior SEC compliance officer experience at a financial advisory firm and HIPAA familiarity. We help you implement and manage systems that enhance productivity and meet regulatory requirements.

About

Our versatility allows us to take on diverse projects and responsibilities. We readily apply our wide range of skills and abilities across different disciplines and areas of expertise. Our adaptability often stems from a diverse set of skills and a willingness to continuously learn and improve. We are consultants with a high degree of ethics, mindful of legal restrictions, security and finance conscious. Fiduciary and trustee appointments are held personally by Eugene Y. Kim, CLPF #1408.

We have client work experience supporting various industries, such as:

Servicing Orange County, Los Angeles, and San Diego, we have continued to maintain relationships with many of our loyal clients.

Pricing

Fiduciary services are provided by Eugene Y. Kim, California Licensed Professional Fiduciary (CLPF #1408). Hourly fees range from $100 to $250 per hour, depending on the type of work. Percentage fees range from 0.5% to 1% of assets (on intake and on distribution when settling an estate or trust, or yearly when managing a trust), with a $4,800 annual minimum. Probate fees are set by statute and court order. A complete written fee schedule is provided before any engagement. Business consulting and technology work is billed hourly or by flat project quote.

Frequently Asked Questions

What does a professional fiduciary do?

A professional fiduciary is licensed by California's Professional Fiduciaries Bureau to serve as trustee, successor trustee, agent under power of attorney, or in similar roles of trust. The work includes managing and safeguarding assets, paying obligations, maintaining formal accountings, communicating with beneficiaries, and acting in the beneficiaries' best interest under legal and ethical oversight.

What do professional trustee services cost?

Fiduciary services are provided by Eugene Y. Kim, California Licensed Professional Fiduciary (CLPF #1408). Hourly fees range from $100 to $250 per hour, depending on the type of work. Percentage fees range from 0.5% to 1% of assets (on intake and on distribution when settling an estate or trust, or yearly when managing a trust), with a $4,800 annual minimum. Probate fees are set by statute and court order. A complete written fee schedule is provided before any engagement. Business consulting and technology work is billed hourly or by flat project quote.

Who holds the fiduciary license at Kimick?

Fiduciary and trustee appointments are held personally by Eugene Y. Kim, California Licensed Professional Fiduciary (CLPF #1408), regulated by the Professional Fiduciaries Bureau, California Department of Consumer Affairs. License status can be verified at fiduciary.ca.gov.

What areas does Kimick serve?

Kimick is based in Orange County, California and serves Orange County, Los Angeles, and San Diego.

When should a family consider a professional trustee?

Common situations include: no family member is willing, able, or sufficiently neutral to serve; existing or expected conflict among beneficiaries; assets that require active management such as real property or business interests; or an aging or resigning trustee planning an orderly succession. A licensed professional fiduciary provides a neutral, accountable, and regulated alternative.

Contact

Based out of Orange County and services Los Angeles and San Diego.


1-949-391-2012


[email protected]