Finding cost efficient trustee fees frustrates many people. Wealthy and affluent people find using trustee services daunting.
Why?
Nobody understands the process of how corporate trustee fees calculations. Nobody understands exactly what a trustee does.
This 700 year old industry never had true external competition. No competition means no motivation for innovation.
Until now...
This definitive guide on cost efficient trustee fees will pull back the curtains on what corporate trustees do and how they charge their fees. With it, you can use a trust company with trustee fees on your terms. Our trustee fee schedule forces us to be effective and mindful.