Fees
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SDTC charges reasonable fees for its services.
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When SDTC acts as trustee under a trust agreement, annual fees are generally determined by the fair market value of assets held in the account. Fees vary depending upon the type of assets administered, the type of trust, and the type of trust administration (i.e. "full", "directed" ,"delegated", etc.).
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Fees schedules are available for all of SDTC's Trust Services; however, due to the individualized nature of its trust services, individual fee letters and proposals are composed for many clients and prospects.
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All trusts, underlying assets and
accompanying documents are all subject to review before acceptance by SDTC.
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All fees are generally collected monthly and are subject to change at any time. Some accounts warrant the payment of fees up front. If an account terminates within the first year, the full annual fee will be charged. In case of distribution to a non-SDTC account, a reasonable charge based upon SDTC's duties and expenses will be collected.
If you have any questions or would like any additional information regarding SDTC's Trust Services, please contact us .