Investment Plans

Basic
Basic+
Deluxe
Premier
Features
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Coming Soon
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Annual Trustee Fee

None
View Pricing

Coming
Soon

15-50 Basis Points
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20-65 Basis Points
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Basic Plan

Over 2,500 load waived mutual funds

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 5,000 no-load and load-waived mutual funds, over 1,000, ETFs and a brokerage account with US stocks and bonds

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

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)

Investment Options

Over 2,500 Load Waived Mutual Funds

Over 5,000 Load Waived Mutual Funds

Over 6,000 No Load Mutual Funds, ETFs, and Stocks and Bonds with Brokerage Account

Full Service Investment Management Provided by Eastern Point Trust

Minimum Starting Balance

$25

$25

$25

$25

Ability to Change Investment Plan at Any Time

Expert Support & Chat with Trust Officers

Free Invesment Model Portfolios

Annual Tax Filing Support

Accepts Life Insurance & Other Account Assets

Mutual Funds

Exchange Traded Funds

Stocks and Bonds

Professionally Managed Portfolio

Minimum Monthly Additions

None

None

None

None

Most Popular

Basic

Features
Start Now
Annual Trustee Fee
Investment Options
Over 2,500 Load Waived Mutual Funds
Minimum Starting Balance
$25
Ability to Change Investment Plan at Any Time
Expert Support & Chat with Trust Officers
Free Invesment Model Portfolios
Annual Tax Filing Support
Accepts Life Insurance & Other Account Assets
Mutual Funds
Exchange Traded Funds
Stocks and Bonds
Professionally Managed Portfolio
Minimum Monthly Additions
None
Coming Soon

Basic+

Features
Coming Soon
Annual Trustee Fee
Coming
Soon
Investment Options
Over 5,000 Load Waived Mutual Funds
Minimum Starting Balance
$25
Ability to Change Investment Plan at Any Time
Expert Support & Chat with Trust Officers
Free Invesment Model Portfolios
Annual Tax Filing Support
Accepts Life Insurance & Other Account Assets
Mutual Funds
Exchange Traded Funds
Stocks and Bonds
Professionally Managed Portfolio
Minimum Monthly Additions
None

Deluxe

Features
Start Now
Annual Trustee Fee
15-50 Basis Points
View Pricing
Investment Options
Over 6,000 No Load Mutual Funds, ETFs, and Stocks and Bonds with Brokerage Account
Minimum Starting Balance
$25
Ability to Change Investment Plan at Any Time
Expert Support & Chat with Trust Officers
Free Invesment Model Portfolios
Annual Tax Filing Support
Accepts Life Insurance & Other Account Assets (401K, Bank, IRA, Estate and More.)
Mutual Funds
Exchange Traded Funds
Stocks and Bonds
Professionally Managed Portfolio
Minimum Monthly Additions
None

Premier

Features
Start Now
Annual Trustee Fee
20-65 Basis Points
View Pricing
Investment Options
Full Service Investment Management Provided by Eastern Point Trust
Minimum Starting Balance
$25
Ability to Change Investment Plan at Any Time
Expert Support & Chat with Trust Officers
Free Invesment Model Portfolios
Annual Tax Filing Support
Accepts Life Insurance & Other Account Assets (401K, Bank, IRA, Estate and More.)
Mutual Funds
Exchange Traded Funds
Stocks and Bonds
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.


Basic+


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%)


Premier 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%)


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
Free (Plus Free Annual Tax Filing & Support) – With Starting Balances Equal or Greater Than $50,000



Trustee Plan Specific Fees

Basic Plan – Annual Trustee Fee
Access to money market fund or choose from over 2,500 mutual funds
Free

Basic+ Plan – Annual Trustee Fee
Access to money market fund or choose from over 5,000 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 – Annual Trustee Fee
Access to over 5,000 no-load and load-waived mutual funds, over 1,000, ETFs and a brokerage account with US stocks and bonds
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

Brokerage Account: Equities (U.S. Stocks Only)
$0.05 (.005) per Share ($1.00 Minimum Max 0.5% Of Trade Value)
Example: 1000 Shares @ $25 Share Price = $5.00 Trading Fee

Brokerage Account: Bonds (U.S. Bonds Only)
10 Basis Points (.001) per Trade (Trade Value ≤ $10,000)
2.5 Basis Points (.00025) per Trade (Trade Value > $10,000)
Example: 100 Bonds @ $25 Share Price = $2.50 Trading Fee



Transaction Fees

Check or Online Additions (Gifting)
No Fee

International Wire Fee
$75 per Wire

Tax Filing Fee (Optional)
$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
$5 per Check or Item



Other Service Fees

Standard & Recurring Distributions
$25

Distribution Election Change Request (Optional)
$50 per Change

Bound Mailed Trust Document Replacement
$15 per Mailing


All Accounts Include

Fee-free account funding and gifting, convenient, quick, and secure for friends and family.

Free 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.