Arden Trust Company is dedicated to providing personalized services and straightforward fees. Download our Fee Schedule to learn more.Schedule of fees Download PDF
Schedule of Fees
Arden Trust Company has fiduciary responsibility for both administration and investment management. All fiduciary activities with respect to the trust are performed or directly supervised exclusively by Arden Trust Company.
- Minimum Annual Fee
- First $2,000,000
- Next $3,000,000
- Next $5,000,000
- Next $10,000,000
- Above $20,000,000
Irrevocable Life Insurance Trusts
- Annual Fee (One Policy)
- Each Additional Policy
Special Needs Trusts
Minimum account size $1,000,000.
20% premium to the discretionary trust schedule.
Tax Preparation Fees
Arden Trust Company provides a fiduciary tax return for $500 per trust for both federal and state returns.
Arden Trust Company will collect a termination fee equal to one year's annual fee for removal of Arden Trust Company or any client-driven distribution of more than 1/3 of the trust's value.
Arden Trust Company acts as Administrative Trustee only. The client or authorized party appoints an Investment Advisor to directly manage the assets with the Financial Advisor/Custodian.
Marketable Securities / Liquid Assets
- Minimum Annual Fee
10% discount from the discretionary trust schedule.
Single Entity - LLC / LP / Closely Held Business Interests
- $1,000,000 - $10,000,000
- $10,000,000 - $25,000,000
- $25,000,000 - $100,000,000
- Over $100,000,000
Arden Trust Company requires minimum 2-year rolling fees in cash or marketable securities.
- One-Time Set Up Fee for Entity
- Each Additional Entity
- Promissory Notes
Fees are charged monthly in arrears and will be charged as provided in the terms of the fee agreement, governing instrument, or by applicable state law.
Extraordinary Services Charges
When unusual, special or extraordinary services are required, charges will include, in addition to the regularly published schedule of ad valorem fees, additional reasonable compensation based upon an hourly rate.
An amount, billed monthly, based on documented time of Arden Trust Company officers and employees devoted to performance of extraordinary trust administration services at the following hourly rates:
|Officer Level||Hourly Rate|
Personal Trust & Fiduciary Services
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It's All About Relationships
Our fiduciary commitment is centered on aligning the interests of all parties to ensure your estate plan runs smoothly. Learn more about how we work with clients, their financial advisors, and families.See our approach