Professional Fiduciary Services (PFS) is the largest group of licensed, bondable, independent fiduciaries in Orange County, CA. With over 70 years of experience, PFS offers a range of services including trust administration, power of attorney, advanced health care directive, and conservatorship. Their team of reliable professionals provides personalized attention to detail, ensuring the wellbeing of their clients while managing their assets as an independent professional fee-only fiduciary registered investment advisor.
PFS combines the security and continuity of a corporate trustee with the personalized services of a private trustee. They have the talent and experience to manage various types of assets, including equities, bonds, real estate, and businesses. With a focus on asset allocation and performance monitoring, PFS takes a specific and personalized approach for each client, recognizing the importance of family issues and care management. Their fees are determined on a case-by-case basis and may range from 1 to 2 percent, with additional charges for complex assets and services provided by other professionals.
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