Current Fee Schedules

Fee Schedules for Investments and Asset Management:

Fee Schedules for Basic, Diversified, and Unlimited Accounts:

Fee Schedules for Commonly used Trusts (Exceptions are listed below) and Fiduciary Services:

  • Commonly Used Trusts
    (Dynasty, Asset Preservation, Charitable, Irrevocable Living, Revocable Living Trust (New and Existing), Rabbi, Qualified Personal Residence, Beneficiary Defective Inheritors Trust, Grantor Deemed Owner Trust, Grantor Retained Annuity Trust)
  • Successor Trustee Fee Schedule at the Death or Incapacity of the Formal Individual Trustee(s)/Grantor(s)

Exceptions:

If you have any questions regarding any of these fee schedules, please Contact Us.