Pinnacle's Trust Wealth Management Programs

Trust Wealth Management Services for Individual Trustees

Pinnacle’s Trust Wealth Management Service has been specifically designed to assist the individual Trustee in fulfilling his or her fiduciary duties, trust investment responsibilities and trust administration duties.  Under this Service, Pinnacle will provide the following:

  • Trustee Administration and Compliance Services
  • Trust Account Asset Tracking
  • Trust’s Annual Report to Beneficiaries
  • Trust Investment Policy Statement (IPS)
  • Trust Investment Advisory Services
  • Income Tax planning for Trust and Beneficiaries
  • Tax efficient Investment Management
  • Generation Skipping Distribution Management
  • Coordinate the Preparation of Trust 1041 Income Tax Returns with your CPA
  • Trust Longevity Plan (ie: Trust Financial Plan)
  • Beneficiary Discretionary Distribution Requests
  • Trust Accounting Services provided by Pinnacle Private Trust, for an additional fee

Lifetime Trust Program

A service designed for Trusts with $1M to $10M in Trust assets.


Program Includes: 

Trust Longevity Plan, Asset Tracking and Performance Reporting, Online Trustee Portal, if requested, Investment Advisory services and two meetings per year.


Program Fees: 

Trust WM Fee Schedule on managed assets + $250 quarterly planning fee + 15 bps performance tracking fee for non-managed assets over $250K.

 

Minimum Annual Fee=$5,000

Enhanced Trust Program

A service designed for Trusts with over $10M in Trust   assets.


Program Includes: 

Trust Longevity Plan, Asset Tracking and Performance Reporting, Online Trustee Portal, if requested, Investment Advisory services and three meetings per year.


Program Fees: 

Trust WM Fee Schedule on managed assets + $750 quarterly planning fee + 15 bps performance tracking fee for non-managed assets over $500K.

  

Minimum Annual Fee=$10,000

Comprehensive Trust Program

A service designed for Trusts with multiple non-liquid investments.


Program Includes: 

Trust Longevity Plan, Asset Tracking & Performance Reporting, Online Trustee Portal, if requested, Investment Advisory services and four meetings per year.


Program Fees: 

Trust WM Fee Schedule on managed assets + $1,250 quarterly planning fee + quarterback fee based on trust complexity +15 bps performance tracking fee for non-managed assets over $1M.

 

Minimum Annual Fee=$20,000