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Trust services offered through The Private Trust Company include professional trustee services, co-trustee services and agent for trustee services, accounting and compliance.
Service fees are based on Assets Under Administration and are as follows:
First $1,000,000*($0-$1,000,000): .65%
Next $2,000,000 ($1,000,001-$3,000,000): .55%
Next $2,000,000 ($3,000,001-$5,000,000): .45%
Next $5,000,000 ($5,000,001-$10,000,000): .35%
Above $10,000,000($10,000,001+): .25%
Tax return preparation and processing are billed annually for $500.
*Minimum asset value for personal trusts is $1,000,000. Minimum fee for personal trusts is $5,500 annually.
*Minimum asset value for charitable trusts is $500,000. Minimum fee for charitable trusts is $4,200 annually.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial