Fee Schedule

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Most trust companies charge a trustee fees based on a percentage of the total value of trust assets.
Why?  The answer to that question made no sense to us.

Isn't it logical that Trustee fees should be based on the work required not the Client's net worth or value of the trust assets?
IconTrust charges a fixed flat fee for all trust services
Our flat fee structure is easy to understand and completely transparent to our clients.

Traditional Trusts | Delegated Trusts


$5,000

Annual Fee

Customizable Flat Fee
When the trust document gives investment responsibility to IconTrust in a full or shared capacity. 

IconTrust is a noncustodial, non-investment management trust company and will delegate investment management to a third party.
For example:
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Administration of assets until trust terminates
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Irrevocable Trusts
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Nevada Incomplete Gift Non-Grantor Trust (NING) - IconTrust has investment discretion
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Nevada Trusts | Directed Trusts | ILITs


$3,000

Annual Fee

When the trust document clearly states IconTrust has no investment responsibility and indemnifies and holds harmless IconTrust for any investment related activity.
For example:
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Asset Protection Trusts (Self-Settled or Hybrid)
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Dynasty Trusts
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Nevada Incomplete Gift Non-Grantor Trust (NING) - IconTrust has no investment discretion
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Beneficiary Defective Inheritors Trust (BDIT)*
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Irrevocable Life Insurance Trusts (ILITs)
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Trust Settlement | Outright Distribution


2%

Of Trust Value

(1% upfront, 1% upon final distribution)
When IconTrust settles a trust and distributes assets outright to beneficiaries.
A brief summary of IconTrust's duties include:
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Obtaining a death certificate
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Contacting beneficiaries
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Filing a notice to creditors
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Paying final taxes and any debts
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Making final distributions to the beneficiaries per the trust document
Learn More
 Download Fee Schedule PDF 
*IconTrust will accept limited investment responsibility for transactions pertaining to business entities related to the beneficiary or life insurance on the life of the beneficiary. IconTrust will charge a transaction fee for any business entity transactions and will require an independent valuation and opinion letter. Expenses for the valuation and opinion letter will be passed through to the trust.
Important Note: Minimum Account Balance
IconTrust requires an initial deposit equal to two times the annualized fee. If the balance of an account falls below the minimum threshold (the annualized fee for such account), IconTrust will send an invoice to bring the account balance back up to two times the annualized fee.
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