Ameriprise Bank, FSB Personal Trust Services Fee Schedule

Summary

This document is the Ameriprise Bank, FSB fee schedule for personal trust services, covering trustee, co-trustee, investment agency, custodial, and irrevocable life insurance trust (ILIT) accounts. It sets tiered annual asset-based fees (ranging from 0.10% to 1.50% depending on service model and asset tier), a $750 base fee (waived for linked trusts over $1M), and a $500,000 minimum account size. Additional charges are specified for tax preparation, real estate, promissory notes, termination, and estate settlement.