National Advisors Trust

Truepoint works with our private trust company, National Advisors Trust, to provide fiduciary services to current and future generations of our clients.

National Advisors Trust Company, a federally chartered trust company, was created in 2001 by more than 120 independent, nationally-recognized financial advisors, to better integrate their distinctive understanding of their clients’ personal and financial circumstances with the fiduciary responsibilities of a corporate trustee.

Although National Advisors Trust acts as trustee, Truepoint serves as your primary advisor. This ensures that fiduciary matters are conducted in a manner consistent with your long-term goals and objectives while maintaining sensitivity to your unique family needs. If you have an existing trust relationship, Truepoint and National Advisors Trust can coordinate the transfer of the fiduciary responsibilities and management of the trust assets.

Fee Schedules

Personal and Charitable Trusts and Foundation Charges

Trust administration annual rates are based on a trust’s average asset value and will be charged pro rata on a monthly basis. When National Advisors Trust serves as trustee, the fee for account administration and asset custody will be as follows (subject to a $150 monthly minimum):

Irrevocable Life Insurance Trusts

Clients often name National Advisors Trust to serve as trustee of their irrevocable life insurance trusts (ILIT) to ensure the integrity of the entity is upheld. In such cases, National Advisors Trust Company handles all paperwork, tax and other filings and premium payments. Fees for ILITs are as follows:

National Advisors Trust fees for ILIT services are payable annually, in advance of the trustee’s services.

After the death of the insured, all ILITs are thereafter considered Personal Trusts for purposes of trustee compensation.