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You won’t regret giving us the chance to earn your trust.

Our goal is to give you peace of mind knowing that trusted professionals will stand in your place to fulfill your desires and help care for those most important to you.

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BUILDING YOUR TRUST & CONFIDENCE

MutualWealth Trust Services

iconLocal Representatives

Our local wealth management experts live and work where you do - enabling us to meet with you and provide face-to-face, personalized service.

iconYou're a Person, Not a Number

We’re relationship driven. Our goal, before anything else, is to earn your trust and understand your unique situation.

iconLone Ranger

Few community banks provide trust services, let alone trust administration, with the breadth we can.

iconGoldilocks Had it Right

We have the resources to take on complex arrangements and trusts, but yet regularly service smaller accounts, too. Not too big. No too small. Just right.

icon(Re)invested in the Community

Because we understand and operate in the communities you do, funds are reinvested into local economies.

iconComprehensive & Flexible

We can assist throughout the entire trust planning and trust administration process.

 

Are you an investment advisor
seeking trust services for your client?

Our services can allow you to keep the client relationship while providing the necessary oversight to ensure everything is within fiduciary guidelines.
 

Are you a CPA or attorney researching
trust management services?

We can work directly with you to assist in crafting and implementing the best possible wealth management plan for your client.

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We have Answers

Trust Services Frequently Asked Questions

  • Is there a minimum level of investment required in order to set up a trust with MutualWealth?

    Is there a minimum level of investment required in order to set up a trust with MutualWealth?


    Typically, MutualWealth sets a minimum relationship size of $250,000.
  • What are the initial costs and ongoing fees for MutualWealth to set up and manage a trust?

    What are the initial costs and ongoing fees for MutualWealth to set up and manage a trust?


    MutualWealth charges a fee that ranges from a .5 to 1.25 percent of the annual assets under management depending on the size of the relationship. There may be additional expenses for unique assets or responsibilities.
  • What types of trusts can MutualWealth assist with?

    What types of trusts can MutualWealth assist with?


    MutualWealth has the capability to administer any legal trust instrument under the laws of the United States.
  • If someone sets up a trust, do they generally still need a Will?

    If someone sets up a trust, do they generally still need a Will?


    Yes, a Will provides your final instructions for what should happen to the assets that are not part of a trust. If a person dies without a Will, assets not in a trust must go through a special probate process which can be time consuming and expensive.
open
Is there a minimum level of investment required in order to set up a trust with MutualWealth?
x
Is there a minimum level of investment required in order to set up a trust with MutualWealth?
Typically, MutualWealth sets a minimum relationship size of $250,000.
open
What are the initial costs and ongoing fees for MutualWealth to set up and manage a trust?
x
What are the initial costs and ongoing fees for MutualWealth to set up and manage a trust?
MutualWealth charges a fee that ranges from a .5 to 1.25 percent of the annual assets under management depending on the size of the relationship. There may be additional expenses for unique assets or responsibilities.
open
What types of trusts can MutualWealth assist with?
x
What types of trusts can MutualWealth assist with?
MutualWealth has the capability to administer any legal trust instrument under the laws of the United States.
open
If someone sets up a trust, do they generally still need a Will?
x
If someone sets up a trust, do they generally still need a Will?
Yes, a Will provides your final instructions for what should happen to the assets that are not part of a trust. If a person dies without a Will, assets not in a trust must go through a special probate process which can be time consuming and expensive.
open
Why would one generally start a trust?
x
Why would one generally start a trust?
The primary purpose of a trust is to put assets at arm’s length from an individual or group of individuals for either tax minimization or asset protection. If these criteria apply to you, you may consider starting a trust.

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