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Fee Schedule

Billable Asset LevelAnnual Rate
First $0 - $1,000,0001.00%
Next $1,000,001 - $2,000,0000.80%
Next $2,000,001 - $10,000,0000.40%
Next $10,000,001 - $20,000,0000.30%
Next $20,000,001 and above0.20%

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

Where Risk Management Guides Every Decision.