Fee Schedules - First & Third Party Special Needs Trust

Contact us to set up a Special Needs Trust
Contact us to set up a Special Needs Trust
 
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Vista Points Special Needs Trusts Resource Center

Set-Up Fee:
A fee will be charged at time of creation of the Trust. The fee for a new Trust is as follows:

  Fee Type Amount
 
Enrollment Fee
Trust Amount Set-Up Fee
  $0 - $9,999 $500    
  $10,000 - $14,999 $1,000    
  $15,000 - $29,999 $1,500    
  $30,000 - $44,999 $2,000    
  $45,000 - $59,999 $2,500    
  $60,000 - $74,999 $3,000    
  $75,000 - $99,999 $3,500    
  $100,000 - $124,999 $4,000    
  $125,000 - $199,999 $5,000    
  $200,000 - $499,999 $6,000    
  $500,000 - $999,999 $8,000    
  $1,000,000 - $4,999,999 $10,000    
  $5,000,000 - $9,999,999 $12,000    
  $10,000,000 - and above $14,000    
  Annual Asset
Value Fee
  1% for all funds with $1,000 balance or more assessed on anniversary date  
  K-1 Tax Form
Preparation Fee
  $75 assessed annually - January  
  Account
Closure Fee
  1% of trust corpus at time of closing  
  Extraordinary
Service Fee as
Applicable
  Up to $50 per hour for time used, if time spent on individual trust services exceeds five hours in one month  
  Investment
Expenses
as Applicable
  Investment fees will be calculated based on the individual trust investment  
  Professional
Expenses as
Applicable
  Professional service fees will be calculated based on the individual usage