Services
Real Estate Valuations
Summary Valuation Report
Streamlined valuation (no site visit)
Designed for annual custodian reporting (Form 5498)
$500 Flat Fee
Full Appraisal (Rush Services Unavailable)
Complete residential or commercial appraisal
Supports custodian reporting, Roth conversions, buyouts, IRS audits, and estate planning
Site visit, comps, and narrative report
Starting at $2,500
LLC Valuations
Summary Valuation Report
5-10 pages
Designed for annual custodian reporting (Form 5498)
Based on operating agreement, financials, and market comps.
$1,000 Flat Fee
Full Valuation Report (Rush Services Unavailable)
20-40+ pages, comprehensive analysis
Supports custodian reporting, Roth conversions, buyouts, IRS audits, and estate planning
Includes income, market, or asset based approaches.
Starting at $4,500
Precious Metals Valuations
Summary Valuation Report
Spot price verification
Designed for annual custodian reporting (Form 5498)
Based on weight, purity, and depository records
$250 Flat Fee
Full Valuation Report (Rush Services Unavailable)
For large holdings
Supports custodian reporting, Roth conversions, buyouts, IRS audits, and estate planning
Detailed verification and breakdown by asset
Starting at $500
Add-On Options
Rush Service (3-5 days): +25%
Annual Update Discount: 20% off repeat valuations
Portfolio Bundle: Custom pricing for 3+ assets
Payment Options
We accept ACH, Wires, or Credit Card payments
Did you know you can use Retirment funds to pay for valuations? Ask your current custodian about this