Wealth Management & Advisory Services Fee Schedules
Below are the eight fee schedules by account type at Washington Trust Bank's Wealth Management & Advisory Services. Each fee schedule outlines the progressive annual rate based on the market value of assets under management (AUM). Depending on the account type, additional fees may be assessed for Extraordinary Services, Tax Services, Trust & Estate Settlement, Real Property and Unique Assets. If you have any questions, please contact your Relationship Manager.
- Schedule of Fees - Irrevocable Life Insurance Trusts
- Schedule of Fees - Employee Benefit Fees
- Schedule of Fees - Investment Agency/IRA
- Schedule of Fees - Investment Agency/IRA - Fixed Income Only
- Schedule of Fees - Custodial Services
- Schedule of Fees - Conservator
- Schedule of Fees - All Trust/Estate Settlement/Agent Under Durable Power of Attorney
- Schedule of Fees - Agent for Fiduciary - Estates & Irrevocable Trusts