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
Starts at 0.35%
Minimum annual fee - $5,000
Fee range from 0.10% to 0.60%
Based on 7 Factor Pricing Model
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SmartIRA one-time set-up fee $250 per IRA account with no trustee fees until SmartIRA funded. Trustee fees are based on risk and time broken into 7 factors. They are: 1) Directed or Delegated trust; 2) No. of beneficiaries; 3) No. of annual distributions; 4) No. of trusts; 5) Size of the trust; 6) Custodian; and 7) Type of assets. All trusts have a onetime set-up fee of $750.

Irrevocable Life Insurance Trust Fees
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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