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*

First $2 million 0.45%
Next $3 million 0.40%
Next $2 million 0.35%
Next $3 million 0.30%
Next $5 million 0.25%
Over $15 million Negotiable
Minimum Annual Fee $7,500


*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. 

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