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Fee Schedule

Our leadership position has been achieved through our ability to efficiently deliver accurate reports at fair price. This is because all our resources are fully automated, reducing the cost of processing.

We make pricing simple.

Appraise Web Service Fees

Date of Death, Alternate, Gift, Market Value, Closing Price Valuations
(All prices are in U.S. Dollars)
Basic Valuation
CMO Surcharge
Foreign Security Surcharge
UIT Surcharge
Issue Lookup(Common Stocks)
One Time Setup Fee
Annual Subscription Fee

$2.00 for each security
$3.00 for each security
$3.00 for each security
$3.00 for each security
Free
Free
Free
 

Appraise Windows, Appraise.SaaS & ESI-Direct Service Fees

 
Federal & State Estate or Gift Tax (All prices are in U.S. Dollars)
Basic Valuation
CMO Surcharge
Foreign Security Surcharge
UIT Surcharge
$2.00 for each security
$3.00 for each security
$3.00 for each security
$3.00 for each security
EZ-Price (Fair Market Valuations)

Basic Valuation
CMO Surcharge
Foreign Security Surcharge
UIT Surcharge

$1.00 for each security
$4.00 for each security
$4.00 for each security
$4.00 for each security
Basis$earch (Multi-Date Historical Pricing)
Basic Valuation
$1.00 for each security
Lookup
Issue Research
Dividend Data History
Stock Split History
$2.00 per CUSIP®
$2.00 for each security
$2.00 for each security
Dividend Reinvestor (Cost Basis For Dividend Reinvestment Plans)
Valuation $3.40 for each security per year of data
Appraise.SaaS & ESI-Direct Subscription and Set Up Fees
Annual Subscription
1 - 5 Simultaneous Users
6 - 10 Simultaneous Users
10 or more Simultaneous Users

$100.00 per User
$75.00 per User
$35.00 per User
One Time Set Up $60.00 per Account
Appraise Cost Basis & Capital Changes
Annual Subscription Surcharge
Corporate Actions (without tax status)
Corporate Actions/Capital Changes (with
tax status)
Cost Basis Calculator
Reverse Family Tree
Price History
Equities/Mutual Funds
Fixed Income
Global/CMOs
$100.00 per account
$2.00 per query
$4.00 per query

$25.00 plus $3.75 per detail
$25.00 plus $3.75 per detail

$2.75 per query
$3.75 per query
$10.00 per query



Appraise E-mail, Mail, & Fax Outsourcing Service Fees

Fees for Data (All prices are in U.S. Dollars)
REGULAR SERVICE  4 business days
Next Business Day Service All fees are doubled.
Federal & State Estate or Gift Tax
(Date of death or alternate)
$5.50 for each domestic security
$9.00 for each foreign security
EZ-Price $5.50 for each domestic security
$9.00 for each foreign security
Lookup
Dividend Data History
Stock Split History
$5.50 for each security
$5.50 for each security
Dividend Reinvestor $5.50 for each security for each year of data
Manually Added Transactions
(sales, spin offs, name changes, etc)
$9.00 for each security
Cost Basis & Capital Changes
Corporate Actions/Capital Changes with
Tax Status
Cost Basis Calculator

$10.00 for each security 
$135.00 for each security
Fees for Delivery
Email in Adobe PDF format No charge
Your Federal Express Account Number No charge
First Class Mail $15.00
Evaluation Services Overnight Courier $30.00
Fax $15.00
Email in: One Source, Lackner, Faster, BNA, or Excel $15.00

We automatically enroll our customers in our Elite discount program. There is no ongoing obligation, no minimum yearly usage. It simply works like this:

Whenever you spend $1000 a month* or more, you save. Depending on how much you use our service, you could save up to 20% each month.
The discount schedule is listed below.

Monthly Revenue $ Discount % Savings $
1,000 10.0 100.00
1,500 15.0 225.00
2,000 20.0 400.00

If your organization has several accounts, you can save further by linking accounts together, for revenue purposes only, to get one total for maximum savings. If you would like to link multiple accounts, please contact us.

* ESIDirect, Appraise Cost Basis, and Appraise.Web customers are not included in the Elite Discount program.

*Evaluation Services delivers Invoices VIA email. There is $15.00 Fee for Invoices delivered by First Class Mail

PRICES EFFECTIVE JANUARY 1, 2015 (Subject to change without notice)
(Minimum Invoice is: $15.00)


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