Fee Schedule

Fee Schedule 2018-12-21T22:28:53+00:00

Our Fee Structure

Minimum Account: $2,000,000

For a limited time, Capital Preservation Trust is offering a promotional discount rate to qualified investors:

Client Assets Promotional Rate
(first 24 months)
Regular Rate
On the first $2 million: 0.60% 0.80%
On assets from $2 million to $5 million: 0.525% 0.70%
On assets from $5 million to $10 million: 0.45% 0.60%
For accounts over $10 million: Negotiable