| Marketable Securities |
| First $5 million |
| Next $5 million |
| Next $15 million |
| Above $25 million |
| Minimum annual fee = $5,000 |
| Life Insurance Policies (Whole Life, Universal and Term) |
| First policy |
| Each additional policy |
| Residential Owner-Occupied and Vacation Property§ |
| Each property |
| Residential Rental Property (1-4 unit) |
| Each property, first $2 million |
| Each property, next $3 million |
| Each property, above $5 million |
| Base fee per property = $2,000; third-party fees may also apply |
Charles Schwab Trust Company (CSTC) charges the above fee(s) for trust administration, investment and asset management, tax return preparation and filing, and other ordinary services.
§Fees are subject to change
