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Trust Department Services & Fees

 

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

Minimum Fee Living Trusts $3,500 Annually

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

Minimum Fee $1,500 Annually

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.

Minimum Fee $3,500 , subject to 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

Individual Retirement Accounts

Self-Directed IRAs
Minimum $100 or percentage of Fair Market Value as determined by agreement at opening.
 

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