This page is designed to better educate clients and the legal community on the fees associated with establishing a trust account with CPT Institute and other national non-profit trustees.
1. TRUST SETUP
$2,000 or less*
*Based on client's needs.
2. TRUSTEE PRICING
$600/year (lump sum cases)
$50/month (structured case, monthly payment < $3,000)
$100/month (structured case, monthly payment ≥ $3,000)
AND if court supervised - $125 per hour
NO CONSULTATION FEES - NO PER CHECK FEES
3. Money Management Fee from Custody Agent - True Link Financial
1% of Assets Under Management (AUM)
or less for seed amounts over $500,000
NO PROPRIETARY INVESTMENTS - NO FRONT LOAD OR TRAIL FEES
4. Additional Fees
$35 Overnight mailing fee
$30 Yearly tax preparation for CA PSNT Trust Beneficiaries
*Mutual funds, money market funds, and exchange-traded funds (ETFs) also charge internal management fees,
which are disclosed in the fund's prospectus and deducted from the net asset value of the funds.
Any additional investment or custodial fees will be disclosed in advance.
CALL 855.278.7681 TODAY TO SCHEDULE A FREE ONSITE TRAINING FOR YOUR TEAM
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HOW WE HELP
- State reviewed Specific Master Special Needs Trusts for each state
- Authority: Federal Statute 42 U.S.C. 1396p § (d)(4)(C) for our Pooled Trust Programs
- Authority: Federal Statute 42 U.S.C. 1396p § (d)(4)(A) for Trustee Services we provide for Individual SNT's
- Use a 501(C)(3) tax exempt non-profit charity as your Trustee