Brown Management
Complete Fee Transparency

Hourly Rate Justification

Understanding our three-tier rate structure and the AI/Human split that makes Brown Management 40-50% more affordable than traditional firms

The Judgment Economy Advantage
How AI automation delivers professional fiduciary services at unprecedented value

Traditional fiduciary firms charge $300-$600/hour because every task—from document preparation to strategic planning—requires expensive human labor. Brown Management's Keystone Operating System™ changes this equation fundamentally.

95% AI Efficiency

Routine tasks automated by our AI C-Suite at $125/hour—less than half traditional rates

40-50% Lower Costs

Premium rate of $176/hour delivers blended AI+Human value at unprecedented affordability

Elite Tier Competitive

Even our highest rate ($350/hour) is 30-40% below traditional firms for comparable expertise

Three-Tier Rate Structure

Calibrated by the Keystone Operating System™ to ensure you only pay for the complexity and risk required

CORE TIER
Complexity Rating: CR 1-2
$125/hour
95% AI / 5% Human

Rate Justification

Maximum automation efficiency. Routine administrative tasks handled almost entirely by AI C-Suite (Executives, Analysts, Coordinators). Human oversight limited to final review and client communication. Ideal for straightforward cases with minimal risk.

Typical Work at This Rate:

Basic document preparation and filing
Routine beneficiary communications
Standard asset inventory and tracking
Simple financial reporting
Administrative coordination
MOST COMMON RATE
PREMIUM TIER
Complexity Rating: CR 3-4
$176/hour
70% AI / 30% Human

Rate Justification

AI-Assisted Blended Rate, 40-50% lower than traditional firms. Most work executed by AI C-Suite with strategic human judgment applied to complex decisions. This is where the Judgment Economy delivers maximum value—automation handles the work, humans provide the judgment.

Typical Work at This Rate:

Moderate complexity financial analysis
Asset distribution planning
Beneficiary dispute mediation
Tax strategy development
Real estate transaction coordination
ELITE TIER
Complexity Rating: CR 5
$350/hour
50% AI / 50% Principal Fiduciary

Rate Justification

High-stakes work requiring direct Principal Fiduciary involvement. Reserved for the most complex cases involving litigation, major conflicts, or extraordinary circumstances. Even at this tier, AI handles 50% of the workload, making this rate competitive with traditional firms charging $400-$600/hour for similar work.

Typical Work at This Rate:

Litigation support and court appearances
Complex multi-party negotiations
High-conflict beneficiary situations
Extraordinary estate planning challenges
Regulatory compliance issues
How We Compare to Traditional Firms
Side-by-side comparison of Brown Management vs. industry standard pricing
Service TypeTraditional FirmBrown ManagementYour Savings
Routine Administration$250-$350/hour$125/hour50-64% savings
Standard Case Work$300-$400/hour$176/hour41-56% savings
Complex/Litigation Work$500-$700/hour$350/hour30-50% savings

Bottom Line: For a typical Tier 2 case (most common), a traditional firm charging $350/hour would bill approximately $140,000-$210,000 over 400-600 hours. Brown Management's blended rate of $176/hour would bill approximately $70,000-$105,000 for the same work—a savings of $70,000-$105,000.

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