Summary
This document is the Ameriprise Bank, FSB fee schedule for personal trust services, outlining the compensation structure for trustee, co-trustee, investment agency, and custodial services. It specifies tiered asset-based fees, annual base fees (waived for linked accounts over $1 million), a $500,000 minimum account size, and additional charges for services such as promissory notes, real estate, tax preparation, and termination. The schedule also includes disclosures regarding conflicts of interest, relationships with Ameriprise Financial affiliates, and limitations on the provision of legal or tax advice.
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Factual background
This document is an Ameriprise Bank, FSB fee schedule describing personal trust services fees and charges. It covers trustee, co-trustee, investment agency, and custodial services, with tiered annual account fees based on assets under management, minimum account sizes, and additional fees for specific services such as promissory notes, real estate, tax return preparation, and termination.