Investment Plans
Annual Trustee Fee
None
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15-50 Basis Points
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Basic+ Plan
Over 5,000 Load Waived Mutual Funds
Tiered Annual Trustee Fees
First $250,000 — .0025 (0.25%)
Next $750,000 — .0020 (0.20%)
Next $1 Million — .0015 (0.15%)
Next $3 Million — .0010 (0.10%)
Over $5 Million — .00075 (0.075%)
Minimum of $25 (example: a trust with a $5,000 average daily balance over one-year = $25 annual fee)
Deluxe Plan
Access to over 18,000 mutual funds and 700 ETFs.
Tiered Annual Trustee Fees
First $250,000 — .0050 (0.50%)
Next $750,000 — .0040 (0.40%)
Next $1 Million — .0030 (0.30%)
Next $3 Million — .0020 (0.20%)
Over $5 Million — .0015 (0.15%)
Minimum of $50 (example: a trust with a $5,000 average daily balance over one-year = $50 annual fee)
Hypothetical Model Portfolios
Free (seven C-Share based models)
Free (seven A-Share based models)
Custom Portfolios
No
Yes
Minimum Initial Funding
$1,000
$10,000
Minimum Additional Contribution Amount
$25
$25
Ability to Change Investment Plan at Any Time
Expert Support & Chat with Trust Officers
Free Hypothetical Investment Model Portfolios
Annual Tax Filing Support†
Accepts Life Insurance & Other Account Assets
Mutual Funds
Exchange Traded Funds
Professionally Managed Portfolio
Minimum Monthly Additions
None
None
Basic
Features
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Deluxe
Features
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Premier
Features
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Monthly Trustee Fee Calculator
TRUST VALUE OF
Basic No Annual Trustee Fees.
Deluxe
Tiered Annual Trustee Fees
First $250,000 — .0050 (0.50%)
Next $750,000 — .0040 (0.40%)
Next $1 Million — .0030 (0.30%)
Next $3 Million — .0020 (0.20%)
Over $5 Million — .0015 (0.15%)
Average trust value is based on the ending daily trust balance over an unbilled period of time. Data represents current KissTrust trustee fees. All figures are an estimate, and should be used for estimative purposes only.
LOW-COST FEES
Complete Low-Cost Fee List
KissTrust fees are 100% transparent & the lowest in the industry – there are absolutely no hidden fees, ever.
One-Time TrustWare™ Fee
Software Use (Document Creation) and Shipping Fee
$49 – With Starting Balances Less Than $10,000
Free – With Starting Balances Equal or Greater Than $10,000
Trustee Plan Specific Fees
Basic Plan – Annual Trustee Fee
Free (seven C-Share based models)
Free
Deluxe Plan – Annual Trustee Fee
Free (seven A-Share based models)
Tiered Annual Trustee Fees
First $250,000 — .0050 (0.50%)
Next $750,000 — .0040 (0.40%)
Next $1 Million — .0030 (0.30%)
Next $3 Million — .0020 (0.20%)
Over $5 Million — .0015 (0.15%)
Minimum of $50 (example: a trust with a $5,000 average daily balance over one-year = $50 annual fee)
Trading Fees
Exchange Traded Funds
No Fee
Mutual Fund Trades
No Fee
Transaction Fees
Check or Online Additions (Gifting)
No Fee
International Wire Fee
$75 per Wire
Tax Filing Fee
$50 per Standard Trust Tax Return (or K1) Prepared by Eastern Point Trust Company
Note: Eastern Point Trust Company will assess the tax liability of every trust each year, automatically.
NSF Check & Other Returned Items
$35 Per + Bank NSF Fee
Other Service Fees
Standard & Recurring Distributions
$25
Distribution Election Change Request (Optional)
$50 per Change
Mailed Hard-Copy Trust Document
$25 per Mailing
Life Insurance or Annuity Death-Claim Forms
$150 per Policy
Extraordinary Fees
Trust Name Change
$300
All Accounts Include
Fee-free account funding and gifting, convenient, quick, and secure for friends and family.
Annual trust tax assessment and trust filing services for trusts that require tax filings.†
24/7 access to account daily balances, monthly statements, and account activity.
256-bit, military-grade data encryption, and firewalls protect client data at all costs.
5-star client-rated support team and live chat with industry experts and senior trust officers.*
With a single login, you can create and manage as many trusts as you need.
Student Financial Aid maximization, so your beneficiaries don’t miss out on scholarship and grant opportunities in college.
Ongoing trust document updates that adapt to changes in trust law, court rulings, and Private Letter Rulings (PLRs).
*Real-time support available from 8-4pm EST.
†Not all accounts and trusts will require a tax filing. For accounts with gross income above the IRS exemption, a standard preparation and fling fee is taken from the trust.