Pete Williams California Professional Fiduciary Trust. In California.

Pete Williams California Professional Fiduciary Trust. In California.Pete Williams California Professional Fiduciary Trust. In California.

There is a minimum fee of $3,000 per year for all assignment

Full Trustee Fees

WILLIAMS acts as Trustee with Full Management Responsibility

First 1,000,000

1.250%

Next 2,000,000

1.000%

Next 2,000,000

0.850%

Next 5,000,000

0.625%

Next 10,000,000

0.500%

Over 20,000,000

Negotiable

Trustee-Only Fees

WILLIAMS acts as Trustee with Delegated Investment Management

First 1,000,000

0.850%

Next 2,000,000

0.625%

Next 7,000,000

0.500%

Over 10,000,000

Negotiable

Bill Pay and Money Management Consultation

WILLIAMS acts as Advisor to a Trustee or Owner of Non-Trust Assets in need of assistance with financial matters

First 1,000,000

0.850%

Next 2,000,000

0.625%

Next 7,000,000

0.500%

Over 10,000,000

Negotiable

Executor Fees

WILLIAMS acts as Executor to a Probate Estate

First 100,000

4.00%

Next 100,000

3.00%

Next 800,000

2.00%

Next 9,000,000

1.00%

Next 15,000,000

0.50%

Please ask for full fee details including extra-ordinary fees, exceptions and costs

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.