Under review
A fee schedule is on record for this institution and is being reviewed. Fees will appear here once review is complete.
per year · Source
per year · Source
per year · Source
per year · Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Annual Fee $2,500" · Source
per item · Per security transferred out of account upon closing · Source
Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Asset Transfer Fee: A fee of $25.00 per security may be charged to cover the cost of security transfers out of the account upon closing." · Source
Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="fees for similar type property. Should the Bank list the property for sale through a real estate agent, the fee shall be a flat fee of $1,000" · Source
per year · Source
per year · Once the relevant policy is paid up · Source
per year · Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Minimum Annual Fee: $2,500" · Source
Knox held for review (percentage) from Rosetta artifact #2482. canonical_hint=appraisal_fee; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="of 0.50% on the market value of the property as determined by tax assessment or market value appraisal." · Source
Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Once the relevant policy is paid up, the fee will be $500.00 until the trust is either funded or terminated. Our standard management fee" · Source
Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Per Policy Fee $50 for each additional policy" · Source
Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Set Up Fee $2,500" · Source
Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Termination Fee: $300" · Source
Swipe for source and notes →
| Fee | Amount | vs national median | Basis | Note | Source |
|---|---|---|---|---|---|
Account MaintenanceUnder review | |||||
| Custody Accounts - Minimum Annual Fee | $2,500 | — | per year | — | Source |
| Estate Administration - Minimum Annual Fee | $5,000 | — | per year | — | Source |
| Irrevocable Life Insurance Trust - Annual Fee | $2,500 | — | per year | — | Source |
Other feesUnder review | |||||
| Annual Fee | $2,500 | — | per year | Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Annual Fee $2,500" | Source |
| Asset Transfer Fee | $25 | — | per item | Per security transferred out of account upon closing | Source |
Fee change alerts
We'll write once its fee schedule is verified, and again whenever a verified fee changes. Nothing else.
Headline fees published
0 of 15
Published fees
0
Under review
44
Assets
$1.6B
Status: Under review
No verified fees yet, so there is nothing to benchmark on this page.
Financial Context
Financials as of Q2 2026 · FDIC call report
Total assets
$1.6B
Total deposits
$1.4B
Service charge income
$359K
Fee income ratio
1.8%
Return on assets
2.32%
Branches
16
Service charge income by quarter
Financial profile · Pro
| Asset Transfer Fee: A fee of | $25 | — | — | Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Asset Transfer Fee: A fee of $25.00 per security may be charged to cover the cost of security transfers out of the account upon closing." | Source |
| fees for similar type property. Should the Bank list the property for sale through a real estate agent, the fee shall be | $1,000 | — | — | Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="fees for similar type property. Should the Bank list the property for sale through a real estate agent, the fee shall be a flat fee of $1,000" | Source |
| Investment Management Accounts - Minimum Annual Fee | $2,500 | — | per year | — | Source |
| Irrevocable Life Insurance Trust - Policy Paid Up Annual Fee | $500 | — | per year | Once the relevant policy is paid up | Source |
| Minimum Annual Fee | $2,500 | — | per year | Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Minimum Annual Fee: $2,500" | Source |
| of | — | — | — | Knox held for review (percentage) from Rosetta artifact #2482. canonical_hint=appraisal_fee; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="of 0.50% on the market value of the property as determined by tax assessment or market value appraisal." | Source |
| Once the relevant policy is paid up, the fee will be | $500 | — | — | Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Once the relevant policy is paid up, the fee will be $500.00 until the trust is either funded or terminated. Our standard management fee" | Source |
| Per Policy Fee | $50 | — | — | Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Per Policy Fee $50 for each additional policy" | Source |
| Set Up Fee | $2,500 | — | — | Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Set Up Fee $2,500" | Source |
| Termination Fee | $300 | — | — | Knox held for review (unclassified) from Rosetta artifact #2482. canonical_hint=none; text_hash=311450e8ab8bb9883936f1b01ba3fad5ba299431541e9d12f00d03b963052672; excerpt="Termination Fee: $300" | Source |
Unlock all 61 fee categories, peer benchmarks by charter, size and district, CSV exports, and the Hamilton workspace.