Fee Schedule

Fees are set in each engagement letter. This template shows the fee types we use; amounts are filled per engagement.

Service	Fee type	Amount	When payable
Sell-side advisory	Retainer + success fee	As set out in your engagement letter	Retainer monthly; success fee at closing
Buy-side advisory	Retainer + success fee	As set out in your engagement letter	Retainer monthly; success fee at closing
Capital raising / financing arrangement	Arrangement fee + success fee	As set out in your engagement letter	At engagement / at funding
Accounting and bookkeeping (per entity)	Monthly fee	As set out in your engagement letter	Monthly
Tax coordination	Fixed fee	As set out in your engagement letter	Per filing
Family-office set-up (Office Builder)	Fixed project fee	As set out in your engagement letter	Per milestone
E-2 Program business services	Fixed or milestone fees	As set out in your engagement letter	Per milestone
Technology and AI implementation	Project or monthly fee	As set out in your engagement letter	Per milestone / monthly
Time-based work	Hourly or six-minute increments	As set out in your engagement letter	Monthly in arrears
Real estate or business brokerage	Commission (Emanay Realty)	Per brokerage agreement	At closing
Third-party costs	At cost	Actual cost	With the next statement
AI usage	Technology line	As your engagement letter states	With the next statement
Returned payments	Fee	As set out in your engagement letter	When incurred