Trust Department Services & Fees
- TRUST AND INVESTMENT MANAGEMENT SERVICES
- CUSTODIAL & AGENCY ACCOUNT SERVICES (DIRECTED)
- ESTATE SERVICES
- EMPLOYEE BENEFIT ACCOUNTS
- IRA ACCOUNTS
Trust and Investment Management Services
Annual Rates (Based on Fair Market Value of Assets):
1% on first $500,000 of value
.8% on next $500,000 of value
.5% on excess up to $3,000,000 of value
.3% on excess over $3,000,000
Custodial & Agency Account Services (DIRECTED)
Annual Rates (Based on FMV of Assets):
1% on first $500,000 of value
.8% on next $500,000 of value
.5% on excess up to $3,000,000 of value
.3% on excess over $3,000,000
Estate Services
Probate Fees: Based upon the value of assets held by the estate (2.5% of the value is a good guideline), the time involved, the uniqueness of problems, and the exposure to risk.
Fees are subject to adjustment and court approval.
Conservatorships
Annual Rates (Based on FMV of Assets):
1% on first $500,000 of value
.8% on next $500,000 of value
.5% on excess up to $3,000,000 of value
.3% on excess over $3,000,000
Fees are subject to adjustment and court approval.
Employee Benefit Accounts
Annual Rates (Based on FMV of Assets):
1% on first $500,000 of value
.8% on next $500,000 of value
.5% on excess up to $3,000,000 of value
.3% on excess over $3,000,000
401(K) Accounts
1% on first $500,000 of value
.8% on next $500,000 of value
.5% on excess up to $3,000,000 of value
.3% on excess over $3,000,000
Minimum fee $600 annually.
Individual Retirement Accounts
Self-Directed IRAs
Minimum $100 or percentage of Fair Market Value as determined by agreement at opening.
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