Receiving a fee invoice is not generally something that makes someone feel warm and fuzzy. In fact, when fee invoices range from cumbersome to vague, clients can feel confused and irritated. No one likes to pay fees, but when trust administration is custom-tailored to the client’s needs it then can feel less burdensome.
Wealth Advisors Trust Company has a standard fee invoice that is clear and easy to read. We take pride in being there for our clients if questions or concerns are voiced on our trustee fee invoices. For example, when a client called with questions regarding their fee invoice, the WATC fee team was able to answer their questions and customize the fee invoice to meet the client’s preferences. WATC’s white-glove approach by the fee team, left the client feeling confident in entrusting their business to WATC and the services they were receiving.
When the next fee invoice was received by the client, they called to express their appreciation for how valued they felt in the process of adjusting their invoice to align with their needs. They were not just another fee in their Corporate Trustee’s book, but rather a valued member of the personalized trust team. Throughout the course of the partnership with the client, the WATC fee team has checked in periodically to ensure the fee invoice is still suited to their needs and working for them. A great example of our exemplary service.