Wealth Managers

Keep yourself at the center of your client’s financial world from one generation to the next. Working with Dunham Trust means you can partner with an experienced trust administrator to help you better serve your clients.

Our referral-based program for wealth managers stands out in the trust industry as the better option and a unique way for an advisor to assist their clients in the implementation and administration of a trust.

True to its name, our Advisor’s Choice Program^sm gives you a choice in how you want Dunham Trust to be involved according to your needs. Choose to partner with Dunham Trust acting only as the trust administrator while you manage the investments, or choose Dunham Trust as both trust administrator and manager.

When you act as investment manager, you have smartly aligned with an "advisor friendly" trustee who honors and respects your role and value as the trust's financial advisor. When Dunham Trust acts as the investment manager, you’ll receive a perpetual 30% remainder of the trust administration fees paid.

For more information about the Advisor’s Choice Program^sm, please contact Dunham Trust today.

Make the best choice for your firm

Adding trust services to your offering means investing the time, money and staff resources it takes to do it well. If you are not an expert in creating, implementing, and administering estate and business plans, we can provide the knowledge and experience you need to offer more thorough and competitive services to your clients.

Adding trust services to your offerings can help you attract and retain assets for multiple generations. We provide the tools for a proactive, administrative approach that leads to complete planning and implementation with successful results.

See all of our trust and estate services

Every situation is unique. We pride ourselves in creating the right schedule for you. Click here to get an idea of where our fees start. Please call Dunham Trust for more information about fees applicable to any specific trust service.

Get started with Dunham Trust

Fee Schedule

Description

Fees

Administrative
Fee Schedule

For trusts that hold non-liquid assets such as an entity or certain real estate.

$3,500.00 annual fee
$250.00 per additional non-liquid asset

Directed Trust
Fee Schedule

DTC is Directed Trustee with no authority related to certain trust property. A third party advisor directs DTC as to some matters – usually investment management.

Minimum Annual Fee $3,500.00
Asset Based Fee:

Discretionary
Trust Schedule

DTC is responsible as fiduciary for all trust activities and has full authority, discretion, and liability for trust administration and investment performance.

Minimum Annual Fee $3,500.00
Asset Based Fee:

Estate
Settlement
Fee Schedule

DTC provides estate settlement by court order or successor trusteeship. Services include settlement, distribution, and termination of an estate or trust. Fees follow statutory guidelines, subject to negotiation.

Irrevocable Life
Insurance Trust
Fee Schedule
(ILIT)

DTC acts as trustee for approved trusts that hold only life insurance policies. No investment management occurs until insurance proceeds are received. As ILIT trustee, DTC will perform duties to assure compliance such as gift notifications and premium payments.

$2,000 minimum annual fee
$250 for each additional insurance policy

BACK TO TRUST FEES

Wealth Managers

Welcome to the new Dunham Portal!

There are changes in how you access your account. Please select below which type of user you are for more information.

PLEASE NOTE

Click the button below to be directed to our affiliate, Dunham & Associates Investment Counsel, Inc. which acts as the web portal for Dunham Trust Company.

Wealth Managers

The Advisor’s Choice Programsm

Explore Our Trust & Estate Services

Trust Fees

Welcome to the new Dunham Portal!

There are changes in how you access your account. Please select below which type of user you are for more information.

PLEASE NOTE

Click the button below to be directed to our affiliate, Dunham & Associates Investment Counsel, Inc. which acts as the web portal for Dunham Trust Company.

The Advisor’s Choice Program^sm