Our Success is Driven by Yours

Fee Schedule

BILLABLE ASSET LEVEL ANNUAL RATE
First $0 - $1,000,000 1.00%
Next $1,000,001 - $2,000,000 0.80%
Next $2,000,001 - $10,000,000 0.40%
Next $10,000,001 - $20,000,000 0.30%
Next $20,000,001 and above 0.20%

In addition to Trust and Business Retirement Services, we offer two types of services for individuals: Wealth Management and Emerging Wealth.

 

 

 

 

 

Contact us for more information regarding these offerings