Investment Management Accounts
Individual Retirement Accounts
Specific other accounts managed on a fee basis
Fee Schedule
[effective since July 1, 2005] |
| First $300,000 |
0.80% per year |
| [8 tenths of 1 percent per year] |
| Next $700,000 |
0.60% per year |
| [6 tenths of 1 percent per year] |
| Over $1,000,000 |
0.35% per year |
| [3½ tenths of 1 percent per year] |
-
Fees are billed quarterly, based on the market value of the assets
-
There may be a per-transaction fee for special services such as electronic wiring of funds to a bank
-
Fee calculation will be based on the aggregate of all fee-based accounts within a family
-
Covenant Trust Company® reserves the right to change the stated fees at any time
If you have questions, please feel free to contact us.
Related Topics:
|