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Fee Schedule

The standard fee schedule will apply when the New Hampshire Trust Company acts as Trustee or Investment Manager:

Annual Fee for Trusts & Investment Management Accounts

1.00% of the market value on the first $500,000
.80% on the next $500,000
.60% on the next $1,000,000

.45 % on the next $1,000,000

.35% on the balance

Minimum Annual Fee: $3,000.00

Services include the following:

• Safekeeping of all securities
• Collection and payment of income
• All record keeping
• Investment management of the assets
• Bill paying as requested
• Annual summary of tax information
• Preparation of fiduciary income tax returns
• Periodic statements
• Daily internet access to account information

Our company philosophy is not to charge any additional fees. We do not assess termination fees, accounting fees or any other miscellaneous expenses.

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