Fee Schedules - Pooled 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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Types of Trusts
Fee Schedules
Vista Points Special Needs Trusts Resource Center

Minimum Trust Size: $5,000. No maximum amount

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

  Fee Type Amount
Set-Up 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 - and above $10,000    
  Annual Fee   Minimum of $250 or 1.5 percent (whichever is greater) of the Trust corpus on the anniversary date of the transfer of the funds to the Trust.  
  K-1 Tax Form
Preparation Fee
  $75 will be charged the Trust each year, for the preparation of the K-1 Tax form, which shows the interest the Trust earned during the past fiscal year.  
Service Fee
  Up to $50 per hour for time used, if time spent on individual trust services exceeds five hours in one month.  
  Closing Fee   $250, which covers preparation of the closing of the Trust sub-account, multiple final distributions and various financial accounting statements.  

Not included in the fees above are: professional fees charged to the Trust or the Beneficiary’s sub-account or that should be shared among all Trust sub-accounts for services rendered to the Trustee by professionals (attorneys, accountants, and various other professionals).

The Annual Fee charged to the sub-account is intended to cover administrative expenses, overhead, salaries, and for other expenses that are reasonable and necessary to provide professional management and operation of the Trust.

The Trust is non-profit but must generate a sufficient amount of income from the sub-accounts in order to discharge its fiduciary obligations owed to the Trust beneficiaries. The Trustee expects that fees will be adjusted periodically (up or down) to make sure that the principal goal of meeting beneficiaries’ needs is met.