Fee Schedule

Being accessible and transparent translates into everything we do for our clients at Darwin Trust – including sharing our fee schedule. Providing you with our fees is one of the ways we create open communication and no surprises. It’s all part of what we call the Darwin Difference. We invite you to review our fee schedule and reach out to CEO and President Melissa Sommer with any questions. She can be reached at 617-607-5100 or email..

Investment Management Accounts, Agent for Trustee, IRAs
1.00% on the first $3,000,000 of assets under management
0.75% on the next $3,000,000 of assets under management
0.50% on assets under management greater than $6,000,000

Irrevocable & Revocable Trusts
1.50% on the first $3,000,000 of assets under management
1.25% on the next $3,000,000 of assets under management
1.00% on assets under management greater than $6,000,000
1.50% termination fee

Corporate Trustee Only Fee – 0.75%

Other Service Fees
A. Custody Only Accounts – 1.50 %
B. Irrevocable Life Insurance Trusts – Annual Fee – $1,500.00
C. Real Estate and Unique Assets – Individually Quoted

Notes

  • Minimum annual fee $1,500.00
  • Related accounts are combined for fee purposes and fees are pro-rated to each account
  • Some products and services may require additional fees not specifically listed here
  • Certain tax preparation fees may apply
  • This schedule is subject to change
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