Investment Plans

Basic
Deluxe

Annual Trustee Fee

None
View Pricing

15-50 Basis Points
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Basic Plan

Seven professionally managed hypothetical model portfolios

Annual Trustee Fee
None

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

Most Popular

Basic

Features
Start Now
Annual Trustee Fee
Hypothetical Model Portfolios
Free (seven C-Share based models)
Minimum Initial Funding
$1,000
Custom Portfolios
No
Minimum Additional Contribution Amount
$2
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

Deluxe

Features
Start Now
Annual Trustee Fee
15-50 Basis Points
View Pricing
Hypothetical Model Portfolios
Free (seven A-Share based models)
Minimum Initial Funding
$10,000
Custom Portfolios
Yes
Minimum Additional Contribution Amount
$25
Ability to Change Investment Plan at Any Time
Expert Support & Chat with Trust Officers
Free Hypothetical Invesment Model Portfolios
Annual Tax Filing Support
Accepts Life Insurance & Other Account Assets (401K, Bank, IRA, Estate and More.)
Mutual Funds
Exchange Traded Funds
Professionally Managed Portfolio
Minimum Monthly Additions
None

Premier

Features
Start Now
Annual Trustee Fee
20-65 Basis Points
View Pricing
Hypothetical Model Portfolios
Minimum Initial Funding
$15,000
Custom Portfolios
Minimum Additional Contribution Amount
$25
Ability to Change Investment Plan at Any Time
Expert Support & Chat with Trust Officers
Free Hypothetical Invesment Model Portfolios
Annual Tax Filing Support
Accepts Life Insurance & Other Account Assets (401K, Bank, IRA, Estate and More.)
Mutual Funds
Exchange Traded Funds
Professionally Managed Portfolio
Minimum Monthly Additions
None

Monthly Trustee Fee Calculator

To change the trust value, adjust the slider, use the keyboard arrow keys, or type a custom amount below.

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)

Premier Plan – Annual Trustee Fee
Full service investment management provided by Eastern Point Trust Company
Tiered Annual Trustee Fees
First $250,000 — .0065 (0.65%)
Next $750,000 — .0045 (0.45%)
Next $1 Million — .0035 (0.35%)
Next $3 Million — .0025 (0.25%)
Over $5 Million — .0020 (0.20%)
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.