Transparent Pricing For Services

Know all your fees upfront, be fully informed, and avoid surprises

Have you noticed that very few trustees and administrators publish their fees? It’s because they have hidden fees and information that will surprise you down the road. At CPT Institute, we stay transparent so you’re fully informed about our services and prices.

How Much Are You Funding Your Trust?

Comparing CPT Institute Versus Other National Pooled Trust Providers

In 5 Years With CPT Institute, You can Save:
$ 4, 545
How Much More the Competition Charges: 34%
See The Details

Calculations based on publicly available fee schedules from other national pooled trust providers. Their hidden fees from these providers may not be included in the calculation.

CPT Institute's Transparent Fees Save You Substantial Money Over Time

Trust Funding Amount $250,000
Spending Amount - Year 1 20%
Spending Amount - Years 2+ 10%
Total Assets in Trust
Starting Value $250,000
Year 1 $200,000
Year 2 $180,000
Year 3 $162,000
Year 4 $145,800
Year 5 $131,220
Fixed Costs CPT Institute The Competition
Trust Set Up Fee $2,000 $500
Assets Under Management (AUM) Fee 1% 2%
Annual Trustee Fee $600 Included in AUM Fee
Annual Tax Preparation $29 $200
Additional Fees $0 $100
Year 1: Fee Comparison (Total) CPT Institute The Competition With CPT Institute, You Save
Trust Set Up Fee $2,000 $500
Annual Trustee Fee $600
Annual Tax Preparation $29 $200
Assets Under Management (AUM) Fee $2,000 $4,000
Total Cost $4,629 $4,700 $71
AUM Fee Comparison CPT Institute The Competition With CPT Institute, You Save
Year 2 $1,800 $3,600 $1,800
Year 3 $1,620 $3,240 $1,620
Year 4 $1,458 $2,916 $1,458
Year 5 $1,312 $2,624 $1,312
Fixed Fees Comparison CPT Institute The Competition With CPT Institute, You Save
Year 2 $629 $200 -$429
Year 3 $629 $200 -$429
Year 4 $629 $200 -$429
Year 5 $629 $200 -$429
Putting it All Together CPT Institute The Competition With CPT Institute, You Save
Year 1 $4,629 $4,700 $71
Year 2 $2,429 $3,800 $1,371
Year 3 $2,249 $3,440 $1,191
Year 4 $2,087 $3,116 $1,029
Year 5 $1,941 $2,824 $883
Total Cost $13,335 $17,880 $4,545
CPT Institute Savings Over 5 Years $4,545
How Much More The Competition Charges 34%
Disclaimer: The competition is a representative sample of pricing from other firms. It does not represent one specific firm, and pricing structures by firm may vary. The assumptions are for information purposes only.

​​1. Trust Setup

Third-Party Trust Setup: $1,000
All Other Trusts Setup: $2,000
Reduced Set-Up Fees for the Trust and Estate Planning Attorneys

2. Trustee Pricing

$600/year (lump sum cases)
OR
$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

Extraordinary one-on-one dedicated Trust Administrator time will be billed an additional $75 an hour. Historically, this has been applied to less than 1% of our clients.

*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.