Understanding Independent Trust Company’s Fees and Services

Understanding Independent Trust Company’s Fees and Services

At Independent Trust Company, we believe in being upfront and honest about our fees and services because we understand that clarity is essential when it comes to managing your financial future.

Clarity is Key: Why Transparent Fees Matter

When it comes to managing your assets and planning for the future, knowing what you’re paying for is crucial. That’s why we make it a priority to provide clear and straightforward information about our fees from the very beginning. We want you to feel confident and informed every step of the way, without any surprises or hidden costs.

Tailored Solutions for Your Needs

We recognize that every client is unique, with their own set of financial goals and circumstances. That’s why we offer flexible fee options to accommodate a variety of needs. For accounts exceeding three million dollars, we’re happy to negotiate fees to ensure they align with your specific preferences and objectives. This is because the asset classes are different, often comprising more unique assets, different family dynamics, and increased complexity, which may require additional attention and customization.  For accounts below this threshold, our fee remains competitive at 75 basis points (BPS), providing excellent value for the comprehensive trust services we offer.

Empowering You with Knowledge

Beyond our transparent fee structure, we believe in empowering you with knowledge and insights to help you make informed decisions about your financial future. That’s why we offer a range of services to support you, including free consultations and trust document reviews.

Book Your Free 15-Minute Consultation:

Connect with our friendly, knowledgeable team members to discuss:

• Understanding the provisions of your trust

• Interpreting the intentions of the trust grantor

• Trustee hiring and firing criteria

• Factors affecting distributions among beneficiaries

• Eligibility and roles of trustees

• Typical costs associated with trust administration

• Different types of trusts and stakeholder roles

• Best practices from experienced trust administrators

• Additional provisions to enhance your trust

• Strategic trust domicile considerations and cost-saving benefits

A Trusted Partner for Your Financial Journey

At Independent Trust Company, we’re more than just a trustee—we’re a trusted partner on your financial journey. We understand the importance of trust and transparency, and we’re committed to providing both in everything we do. When you choose Independent Trust Company, you can trust that we have your best interests and that our fees are designed to reflect that commitment.