The Prime North Fiduciary Engagement Model
Professional Fee Schedule & Service Allocation
This schedule outlines the professional investment required for Prime North’s integrated stewardship plans. Each tier is calibrated to your PNAM Complexity Score to ensure an appropriate allocation of risk mitigation, administrative oversight, and professional advocacy.
Tier 1: The Guardian Plan
Foundational Oversight | 0–30 PNAM Units Designed for individuals requiring professional digital security and foundational risk monitoring.
Monthly Professional Fee: $400
Engagement Focus: Passive risk mitigation, automated fraud defense, and digital organizational hygiene.
Key Deliverables: Secure SuiteDash Portal integration, monthly "Digital Pulse" audits, and comprehensive subscription oversight.
Strategic Objective: Establishing a professional "Safety Net" to prevent administrative drift.
Tier 2: The Partner Plan
Operational Stewardship | 31–75 PNAM Units Designed for busy professionals or estates requiring active administrative execution and financial coordination.
Monthly Professional Fee: $850
Engagement Focus: Daily operational labor, financial execution, and tax-compliance readiness.
Key Deliverables: Daily accounts payable management, tax document consolidation, and professional creditor liaison.
Strategic Objective: Complete removal of administrative friction to allow for client focus on core priorities.
Tier 3: The Liaison Plan
Active Advocacy | 76–130 PNAM Units Designed for high-complexity profiles requiring a physical professional presence and clinical/vendor representation.
Monthly Professional Fee: $1,400
Engagement Focus: Clinical advocacy, on-site asset/vendor management, and acute crisis mitigation.
Key Deliverables: Clinical appointment representation, bilingual contractor stewardship, and comprehensive residential safety audits.
Strategic Objective: Providing a professional "voice in the room" to protect the client’s interests in complex environments.
Tier 4: The Chief of Staff Plan
Strategic Estate Command | 131+ PNAM Units Designed for ultra-high-net-worth estates and complex, multi-generational families requiring total command.
Monthly Professional Fee: $2,000
Engagement Focus: Holistic fiduciary command and 24/7 priority access for estate continuity.
Key Deliverables: VA/SSA benefit optimization, multi-asset estate transition management, and digital legacy preservation.
Strategic Objective: Full-spectrum oversight acting as a dedicated Chief of Staff for the client’s personal and financial life.
The Fiduciary Value Proposition
Risk Mitigation & Asset Protection: Professional oversight significantly reduces the probability of financial exploitation or medical oversight, often preserving capital far exceeding the annual fee.
Operational Efficiency: Clients reclaim an average of 10–15 hours per month, shifting from the role of "Administrative Executor" back to "Strategic Principal."
Fiduciary Excellence: Prime North provides MBA-led advocacy. This is not a "concierge" service; it is a dedicated professional firm committed to the preservation of your time, health, and assets.