Wealth Advisor Fees Breakdown

At Wealth Advisors Trust, we specialize in you. We understand the complexities and stress that is involved with selecting a Trustee, (See our blog “How to Choose A Trustee In Four Easy Steps.” ) and have years of industry experience to put you at ease.

We provide Agency Trustee, Corporate Trustee, and Irrevocable Life Insurance Trust services to clients across the country and pride ourselves on transparency and efficiency which means no hidden fees and no funny business. We are not the cheapest nor the most expensive when it comes to Wealth Advisor Fees but believe our services and fees are based on real value and our customers agree. (Read Testimonials Here)

Please feel free to call us with any questions or concerns. We would love to chat with you.

Corporate Trustee Fees
$5,000+
  • Starts at 0.35%
  • Minimum annual fee - $5,000
  • Fee range from 0.10% to 0.60%
  • Based on 7 Factor Pricing Model

SmartIRA one-time set-up fee $250 per IRA account with no trustee fees until SmartIRA funded. Trustee fees are based on risk and time broken into 7 factors. They are: 1) Directed or Delegated trust; 2) No. of beneficiaries; 3) No. of annual distributions; 4) No. of trusts; 5) Size of the trust; 6) Custodian; and 7) Type of assets. All trusts have a onetime set-up fee of $750.

Irrevocable Life Insurance Trust Fees
$1,500+
  • Annual Administrative Fee - $1,500
  • Each additional policy annual fee (same grantor) - $500
  • One time set-up fee - $750
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ILIT services includes Crummey letter preparation and filing along with coordination of premium payments. After collection of insurance proceeds, applicable trust fee schedule applies.

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Irrevocable Life insurance Trust - What does a trustee do?

Dec 13, 2019 9:00:41 AM

Trustees have an array of responsibility when executing an Irrevocable Life Insurance Trust (ILIT). Knowing how to choose the right Trustee […]

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Irrevocable Life insurance Trust - What does a trustee do?

Dec 13, 2019 9:00:41 AM

Trustees have an array of responsibility when executing an Irrevocable Life Insurance Trust (ILIT). Knowing how to choose the right Trustee […]

Read More

Irrevocable Life insurance Trust - What does a trustee do?

Dec 13, 2019 9:00:41 AM

Trustees have an array of responsibility when executing an Irrevocable Life Insurance Trust (ILIT). Knowing how to choose the right Trustee […]

Read More

Irrevocable Life insurance Trust - What does a trustee do?

Dec 13, 2019 9:00:41 AM

Trustees have an array of responsibility when executing an Irrevocable Life Insurance Trust (ILIT). Knowing how to choose the right Trustee […]

Read More

Irrevocable Life insurance Trust - What does a trustee do?

Dec 13, 2019 9:00:41 AM

Trustees have an array of responsibility when executing an Irrevocable Life Insurance Trust (ILIT). Knowing how to choose the right Trustee […]

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Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

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Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

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Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Is It Time To Fire Your Trustee? | Wealth Advisors Trust Company

Nov 4, 2019 11:44:16 AM

Do you need to fire a trustee? Trustees control everything. If you are the beneficiary of a trust it is important for you to have easy […]

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Is It Time To Fire Your Trustee? | Wealth Advisors Trust Company

Nov 4, 2019 11:44:16 AM

Do you need to fire a trustee? Trustees control everything. If you are the beneficiary of a trust it is important for you to have easy […]

Read More

Is It Time To Fire Your Trustee? | Wealth Advisors Trust Company

Nov 4, 2019 11:44:16 AM

Do you need to fire a trustee? Trustees control everything. If you are the beneficiary of a trust it is important for you to have easy […]

Read More

Is It Time To Fire Your Trustee? | Wealth Advisors Trust Company

Nov 4, 2019 11:44:16 AM

Do you need to fire a trustee? Trustees control everything. If you are the beneficiary of a trust it is important for you to have easy […]

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Easy Trustee Distributions | Wealth Advisors Trust Company

Oct 28, 2019 11:21:59 AM

The right trust document, paired with an easygoing beneficiary, creates easy trustee distributions. A trustee has two main […]

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Easy Trustee Distributions | Wealth Advisors Trust Company

Oct 28, 2019 11:21:59 AM

The right trust document, paired with an easygoing beneficiary, creates easy trustee distributions. A trustee has two main […]

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Easy Trustee Distributions | Wealth Advisors Trust Company

Oct 28, 2019 11:21:59 AM

The right trust document, paired with an easygoing beneficiary, creates easy trustee distributions. A trustee has two main […]

Read More

Easy Trustee Distributions | Wealth Advisors Trust Company

Oct 28, 2019 11:21:59 AM

The right trust document, paired with an easygoing beneficiary, creates easy trustee distributions. A trustee has two main […]

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Financial Advisor Risk With Trusts | Wealth Advisors Trust Company

Oct 21, 2019 10:54:49 AM

Anytime someone takes on a fiduciary duty there is risk involved. Financial advisors’ risk will very. Trust assets offer an opportunity […]

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Financial Advisor Risk With Trusts | Wealth Advisors Trust Company

Oct 21, 2019 10:54:49 AM

Anytime someone takes on a fiduciary duty there is risk involved. Financial advisors’ risk will very. Trust assets offer an opportunity […]

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Financial Advisor Risk With Trusts | Wealth Advisors Trust Company

Oct 21, 2019 10:54:49 AM

Anytime someone takes on a fiduciary duty there is risk involved. Financial advisors’ risk will very. Trust assets offer an opportunity […]

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Delegated vs Directed Trusts - Changing a Trustee

Oct 15, 2019 10:26:35 AM

Delegated and Directed trust are the most common types of trusts. When deciding to make changes to a trust, for instance changing a […]

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Delegated vs Directed Trusts - Changing a Trustee

Oct 15, 2019 10:26:35 AM

Delegated and Directed trust are the most common types of trusts. When deciding to make changes to a trust, for instance changing a […]

Read More

Delegated vs Directed Trusts - Changing a Trustee

Oct 15, 2019 10:26:35 AM

Delegated and Directed trust are the most common types of trusts. When deciding to make changes to a trust, for instance changing a […]

Read More

Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

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Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

Read More

Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

Read More

Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

Read More

Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

Read More

Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

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Want to be a trustee? | Wealth Advisors Trust Company

Oct 2, 2019 4:00:06 AM

Over the next decade, trillions of dollars will be passed to future generations. Trusts have become a common strategy for estate […]

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Definitive Guide on a Delegated or Directed Trust

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Definitive Guide on a Delegated or Directed Trust

Sep 30, 2019 12:06:12 AM

Delegated or Directed Trust - Everyone has confusion on the pros and cons of each.  Directed trusts are newish (e.g. last 30 years).  […]

Read More

Definitive Guide on a Delegated or Directed Trust

Sep 30, 2019 12:06:12 AM

Delegated or Directed Trust - Everyone has confusion on the pros and cons of each.  Directed trusts are newish (e.g. last 30 years).  […]

Read More

Definitive Guide on a Delegated or Directed Trust

Sep 30, 2019 12:06:12 AM

Delegated or Directed Trust - Everyone has confusion on the pros and cons of each.  Directed trusts are newish (e.g. last 30 years).  […]

Read More