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Fee Schedule

Frequently Asked Questions

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One-Time Fees

Set-up fee $250
(Paid upon execution of administration agreement)

Trust Dissolution fee $1,000
(Paid only upon final dissolution for services rendered in winding up the trust)

Administration termination fee $500
(Paid only if administration agreement is terminated by trustee in 1st 3 years of engagement)

Ongoing Annual Administration Fees
Trust Asset Size: Annual Administration Fee:
$0 - $500,000   $1,200
$500,001 - $750,000   $1,750
$750,001 - $2,000,000   $2,000
$2,000,001 - $3,500,000   $3,500
$3,500,001 - $5,000,000   $4,500
$5,000,001 - $7,500,000   $7,200
$7,500,001 - $10,000,000   $9,500
$10,000,001 - over   10 basis points times trust size

Ongoing administration fees are paid annually, in advance, in January of each year. The fees are computed based upon asset size of the trust as of December 31 of the previous yearend. Initial administration fees are payable upon execution of the administration agreement (based upon trust asset size at that time for trusts already fully funded or based upon the anticipated asset size once fully funded) and are for the full, annual amount and are not pro-rated.

Separate fees may be charged in the event services are rendered related to audits by the IRS or other taxing authorities or services are requested by the trustee which are outside the scope of the normal administration services.

Fee Schedules for Different Types

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