Our Fees

No hidden fees. We are not the cheapest nor the most expensive. Our services and fees are based on real value.

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.

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Corporate Trustee Fees
$5,000+
Customized fee schedule
Directed & Delegated Trusts separate pricing
Fee range from 0.25% to 0.60%
Minimum annual fee - $5,000
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A directed trust names the financial advisor in the trust document. A delegated trust allows the trustee to hire a financial advisor in the trust document. Directed trust fees are lower than delegated trust fees. Delegated trusts, in most cases, can be changed to directed trusts in South Dakota with reasonable separate attorney fees. 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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