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)
$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.