Fees & Pricing

We provide ongoing management and oversight of trust and agency accounts, including investment coordination, distributions and reporting - ensuring your assets are managed according to your goals and intentions.

Portfolio Management Fees:

• 1.00% on the first $1,000,000
• 0.75% on the next $1,000,000
• 0.50% on assets over $2,000,000

_{(Minimum annual fee may apply.)}

When serving as executor or administrator, fees are based on Oklahoma statutory guidelines and the size of the estate. Additional fees may apply in complex or extraordinary situations.

Additional fees may apply for services such as:

• Mineral and royaltymanagement
• Real estatemanagementor sales
• Closely held business interests 
• Tax coordination and reporting
• Unique or complex asset administration

Certain services may involve additional fees based on time, complexity or scope, including:

• Successor trustee appointments
• Asset transfers or distributions
• Extraordinary or non-routine services

We will always communicate any additional fees in advance.