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Fee Schedule
Fiduciary Services Fee Schedule
At Future Interest Alliance, LLC, our fiduciary services fee schedule is designed to provide transparent, affordable options for managing trusts and estates. We offer competitive fees that prioritize the growth and protection of the trust assets, ensuring that funds are preserved for beneficiaries. Unlike high-cost corporate trustees, we focus on low fees to maximize the value of the trust.
We customize our fee structure based on the complexity and size of the trust, ensuring that clients receive fair and responsible pricing for the services provided. Our commitment is to help families navigate inheritance management with clarity and financial responsibility.
| Trust Management Fees | |
|---|---|
| Annual Maintenance Fee for Accounts up to $150,000.00 | 1.5% |
| Annual Maintenance Fee for Accounts at or over $150,000.00 | 1.25% |
| Minimum Annual Maintenance Fee | $750 |
| Account Opening/Closing Fees | |
| New Account Registration Fee | $1,500 |
| Account Termination Fee | $750 |
| Other Fees | |
| Tax Preparation – Federal Trust Income Tax Return (Form 1041) | $500 |
| Extraordinary Services – Including but not limited to: the sale of real or personal property, tax matters, unanticipated legal matters, and unusual work involved in accepting, managing, or terminating a trust. |
$300/hour |
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