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Fee Schedule

Fees are charged annually, in advance, on the anniversary date.

SINGLE ASSET ACCOUNT
A single asset account is an investment in a single limited liability company or bank certificate of deposit plus the account cash balance. All single asset accounts are required to maintain a minimum cash balance of $400.00 at all times.

Account Application fee: …………………... $50.00 + tax
Annual Fee: ……………………………….… $190.00 + tax

The annual fee is $190.00 regardless of membership unit value and includes one transaction per year. A transaction is any receipt or disbursement of funds.

Any additional transactions will be assessed a $10.00 per transaction fee.

MULTIPLE ASSET ACCOUNT
Multiple asset account includes more than one specific investment or a single investment other than a single limited liability company or bank certificate of deposit. Fees are based on the Market Value of all assets in the account.

Account Application fee: ……………………….. $50.00 + tax
Asset value less than or equal to $38,000.00 .. $190.00 + tax
Asset value greater than $38,000.00 …………. ½ of 1% of asset value + tax
The annual fee includes twelve transactions per year. A transaction is any receipt or disbursement of funds. Any additional transaction will be assessed a $10.00 per transaction fee.

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Please note: Any cash transfers to Sunwest Trust, Inc. made by check will be subject to an eleven business day (11) clearing period before funds are available to invest. Because of the Right of Rescission, new accounts are subject to a seven-calendar day waiting period before any funds can be invested. Fees are assessed on individual accounts based on the fee schedule in effect on the date of account set up. Fees may be changed by custodian with sixty days written notice to affected clients.

Sunwest Trust, Inc. reserves the right to assess additional fees on any account with excessive activity or special services not covered by the above fee schedule. Any fees charged by a third party in connection with an account will be passed on to the account holder. Sunwest Trust, Inc. will invoice fees on the anniversary date of each account and payment will be withdrawn from account cash reserves within thirty days of billing unless the fees are paid directly. If there is not sufficient available cash to pay Sunwest Trust, Inc. fees, Sunwest will liquidate assets to cover unpaid fees. Contact Sunwest for further information.