Investment Management Accounts
Individual Retirement Accounts
Specific other accounts managed on a fee basis
Fee Schedule
[effective January 1, 2012] |
| First $1,000,000 |
| 1 percent per year |
| Next $2,000,000 |
| 8 tenths of 1 percent per year |
| Next $7,000,000 |
| 6 tenths of 1 percent per year |
| $10,000,000 and over |
| By proposal |
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Fees are billed quarterly, based on the market value of the assets
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There may be a per-transaction fee for special services such as electronic wiring of funds to a bank
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Fee calculation will be based on the aggregate of all fee-based accounts within a family
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Covenant Trust Company® reserves the right to change the stated fees at any time
If you have questions, please feel free to contact us.
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