Transparent, flat-fee valuation pricing
Flat fees per asset across our most common valuation types. Final pricing is confirmed at engagement based on scope and complexity.
Single-Asset Valuations
Promissory Note / Private Loan
Promissory notes and private loan instruments.
- Guided intake workflow
- Cash flow & collateral review
- Borrower / payor analysis
- FMV opinion as of valuation date
Precious Metals
Physical precious metals holdings.
- Includes up to 5 precious metals
- +$100 per additional metal
- FMV opinion as of valuation date
Cryptocurrency / Digital
Cryptocurrency and digital asset holdings.
- Includes up to 5 digital assets
- +$100 per additional digital asset
- FMV opinion as of valuation date
Real Estate Comp Analysis
Comparative market analysis for real property.
- Comparable sales review
- Market-based valuation
- FMV opinion as of valuation date
Complex & Entity Valuations
LLC Valuation
LLC interests, including underlying asset review.
- Includes up to 3 underlying assets
- +$300 per additional LLC asset
- Operating agreement & financials review
- Multiple-approach reconciliation
Real Estate Appraisal
Formal real estate appraisal. USPAP-compliant appraisals quoted separately.
- Property-specific methodology
- Formal USPAP appraisal available
- Quoted separately based on scope
What's in every FMV report
Third-party FMV with no conflict of interest.
Clear approach, assumptions, and sources.
Formatted to meet custodian acceptance standards.
Delivered electronically; binder available as add-on.
Additional & optional fees
Formal USPAP real estate appraisals, if required, are quoted separately. Fee schedule effective 11/2025.
Common pricing questions
Two ways to get started
Use the standard intake for a listed flat-fee valuation, or request a custom quote for portfolios and engagements that fall outside the schedule.