Trust Services
Protect your family's financial legacy with a personal trust — a legal entity held and managed by a trustee for the benefit of your loved ones, long after you're gone.
How It Works
Professional Trust Administration
A personal trust provides structure, protection, and professional oversight for your assets. We coordinate a three-party relationship: you and your estate planning attorney establish the trust and appoint Christian Investment Advisors as the investment advisor, along with a corporate trustee for fiduciary trust administration.
This structure ensures your investments are managed according to your values and wishes, while the corporate trustee handles administrative duties like disbursements, tax reporting, statement production, and bill paying.
Roles & Responsibilities
How the Relationship Works
You & Your Attorney
Establish the trust, appoint Christian Financial Advisors® as your investment advisor, and appoint the corporate trustee.
Christian Financial Advisors®
Oversee the relationship between you and the corporate trustee. Manage investments in accordance with your trust's objectives and values.
Corporate Trustee
Performs fiduciary trust administration: disbursements, tax reporting, statement production, and bill paying.
Fee Information
Trust Service Fees
Corporate trustee fees range from 0.45% to as low as 0.25% annually, depending on the size and complexity of the trust. Real estate trusts carry an annual fee of $250 for the purchase or sale of each parcel, plus a $500 fee per transaction in addition to tax preparation and closing fees.
Trust services provided through Advisors Private Wealth Trust, a Trust Representative Office of National Advisors Trust Company, FSB (NATC). Schwab and NATC are separate and unaffiliated companies.
Ready to Steward Your Resources with Confidence?
Schedule a complimentary consultation to learn how we can help you align your finances with your faith.