Trust Department Services and 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 $3,500.00 Annually

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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 $1,500.00 Annually

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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.

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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

Minimum Fee $3,500.00 Annually

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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.

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Individual Retirement Accounts

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

 

Not a Deposit No Bank Guarantee Not FDIC Insured Not Insured by any Government Agency May Lose Value

 

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