Directed Trust Trustee Fees

Simple explanation of a Directed Trust and Directed trust fee schedule

A directed trust allows certain fiduciary duties allocated to a non-corporate trustee thus reducing the directed trust fee schedule. The most common fiduciary duty allocated to a non-corporate trustee – investment management. 

Directed Trust Fee Schedule*

*Assumes trust holds marketable securities only. Fees for extraordinary or non-standard services will be charged on a time and expense basis, payable by trust assets, for all personal and charitable trustee/trust services.