Appraise- Fee Schedule

Fee Schedule

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

We make pricing simple. We offer the same per security rate when you submit your valuation portfolios via Appraise.Mail/Fax or Appraise.E-mail. Users of Appraise.ASP and Appraise.Windows, also benefit from a simplified fee schedule. See charts below.

Appraise Windows & Appraise.ASP Online Service Fees

Save up to 20% with our Elite volume discounts.

Federal & State Estate or Gift Tax (All prices are in U.S. Dollars)
Basic Valuation CMO Surcharge Foreign Security Surcharge	$1.60 for each security $2.55 for each security $2.55 for each security
Unitrust Valuation
Basic Valuation CMO Surcharge Foreign Security Surcharge	$1.60 for each security $2.55 for each security $2.55 for each security
EZ-Price
Basic Valuation CMO Surcharge Foreign Security Surcharge	$0.80 for each security $3.35 for each security $3.35 for each security
Basis$earch
Basic Valuation	$0.80 for each security
Lookup
Issue Research Dividend Data History Stock Split History	$1.60 per CUSIPŽ $1.60 for each security $1.60 for each security
1040/1041 Income Allocator
Valuation	$1.60 for each security
Dividend Reinvestor
Valuation	$2.85 for each security per year of data
Foreign Dividend Report
Valuation	$4.00 for each security
Multi-Date Pricing Report
Daily Weekly Monthly Quarterly Annually	$0.25 Per security Per Day $1.00 Per security Per Week $1.50 Per security Per Month $2.00 Per security Per Quarter $2.50 Per security Per Year
Appraise.Windows & .ASP Subscription and Set Up
Annual Subscription 1 - 5 Accounts 6 - 10 Accounts 10 or more Accounts	$75.00 per Account $50.00 per Account $25.00 per Account
One Time Set Up	$50.00 per Account
Appraise Plus
Annual Subscription Surcharge Corporate Actions (without tax status) Corporate Actions/Capital Changes (with tax status) Cost Basis Calculator Price History Equities/Mutual Funds Fixed Income Global/CMOs	$50.00 per account $1.50 per query $3.00 per query $20.00 plus $3.00 per detail $2.25 per query $3.00 per query $9.00 per query

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

Save up to 20% with our Elite volume discounts.

Fees for Data (All prices are in U.S. Dollars)
REGULAR SERVICE without CUSIP or Ticker is 3-4 business days
Next Business Day Service	All fees are doubled.
Federal & State Estate or Gift Tax (Date of death or alternate)	$4.65 for each security
EZ-Price	$4.65 for each security
Lookup
Dividend Data History Stock Split History	$4.65 for each security $4.65 for each security
1040-1041 Income Calculator
Independent valuation	$4.65 for each security
Dividend Reinvestor	$4.65 for each security for each year of data
Manually Added Transactions (sales, spin offs, name changes, etc)	$8.00 for each security
Multi-Date Pricing Report ( Per Security Per Calendar Year)
Daily Weekly Monthly Quarterly Annually	$150.00 $100.00 $50.00 $20.00 $5.00
Appraise Plus
Corporate Actions/Capital Changes with Tax Status Cost Basis Calculator	$9.00 for each security $60.00 for each security
Fees for Delivery
Email in Adobe PDF format	No charge
Your Federal Express Account Number	No charge
First Class Mail	No charge
Evaluation Services Overnight Courier	$21.00
Fax	$15.00
Email in: FPS, Lackner, Faster, BNA, or Comma Delimited	$15.00

PRICES EFFECTIVE April 1, 2008 (Subject to change without notice)

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 $500 a month or more using any of the Appraise applications, you save. Depending on how much you use our service, you could save up to 20% each month.
The discount schedule is listed below. Appraise Plus usage does not qualify for Elite Volume Discount.

Monthly Revenue $	Discount %	Savings $
500	5.0	25.00
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.