Enrollment\Setup fee: $1500
|
Fee Schedule |
Annual Trust Administration Fee |
|
Under $100,000 |
$1,000 Court Ordered $1,500 Court Supervised or Arizona Resident |
|
First $500,000 |
1.5% |
|
Next $500,000 |
1.0% |
|
Next $1M |
.75% |
|
Above $2M |
.5% |
Why Us
Investments
- Held by two nationally recognized investment firms. – We will not risk your funds with a small organization.
- Multiple Asset Allocation Models are utlized. - A risk assessment allows your funds to be safely invested, one size does not fit all, your funds should be invested based on your needs and goals.
- No proprietary investment products are used.
- No front load or back load investment products are used.
- Full corpus transferable if necessary
Trustee
- The charity is your trustee, not an individual
- We accept court supervised cases with our affiliate banks as trustee as required by law.
Qualities
- No minimum funding
- Online enrollment system
- Document preparation in days
- Accept Medicare Set-Asides*
- Accept Structured Settlements