RELIANCE TRUST COMPANY OF DELAWARE BOK FINANCIAL PLANTE MORAN TRUST $6 BILLION $1.4 BILLION $33 BILLION

PEAK TRUST COUNSEL TRUST COMPANY COMPANY $5 BILLION $1.2 COMERICA THE PRIVATE BILLION & TRUST, NA TRUST COMPANY, N.A. $15 BILLION $131 PROVIDENT TRUST GROUP BILLION ALLIANCE TRUST CO. OF NEVADA $4 BILLION $1 BILLION +

THE KINGDOM NEW YORK TRUST COMPANY PRIVATE TRUST PREMIER TRUST COMPANY $12 BILLION $1 BILLION + $3.8 BILLION

FIRST TRUST OF FIRST NEW ENGLAND FOUNDATION BANK AMERICAN TRUST $1 BILLION $3.2 BILLION $11 BILLION

INDEPENDENT NATIONAL ADVISORS TRUST CO. OF STERLING TRUST COMPANY AMERICA TRUSTEES LLC $10 BILLION $1 BILLION $2.7 BILLION ZIA TRUST, INC. ADVISORTRUST $1 BILLION $2.5 BILLION CUMBERLAND CYPRESS TRUST TRUST COMPANY $2.5 $650+ DUNHAM TRUST ADVISOR- MILLION BILLION COMPANY $600 $2.27 FRIENDLY MILLION + BILLION TRUST $525 MILLION ADMINISTRATORS CAPITAL $400 FIRST TRUST COMPANY TCA MILLION PENDLETON BY ASSETS TRUSTCORP $150 SQUARE AMERICA PRAIRIE MILLION TRUST (AUA) FINANCIAL COMPANY GROUP 2017 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES

The Private Trust Company, n.a.

The Private Trust Company, N.A. • 4707 Executive Drive, San Diego, CA 92121 www.theprivatetrustcompany.com

The Private Trust Company, N.A., licensed in all 50 New business contact: states under its 1995 national banking charter, serves Christopher J. McCutcheon, as trustee, co-trustee or agent for the trustee while SVP and National Sales Manager specializing in delegating investment and relationship Phone: (800) 877-7210 x7990 to financial advisors. E-mail: [email protected]

This model allows for clients and beneficiaries to States chartered/licensed in: National Charter utilize the experts of The Private Trust Company to Average account size: $2 million provide professional trust administrative services while Total assets under administration: $131 billion outsourcing the investment management services to their Custodians supported: Works with some chosen financial advisor. Number of relationships with advisors: 650 As a financial advisor or RIA, where do you find prospects with personal trusts? The best place to start is in your Fees (for directed and discretionary trust services) own book of business. You may have clients with trust Annual minimum fee: $5,500 accounts that are currently managed by an institution and Minimum account size: $1.5 million are dissatisfied with the quality of service or investment Tax processing and return preparation fee of $500 performance of their account. will be charged annually Fee scale: For these clients, it may be possible to transfer the First $1 million 65 bps trust to The Private Trust Company and have the assets Next $2 million 55 bps managed by you, their chosen financial advisor. New Next $2 million 45 bps trusts can name PTC as current trustee or successor Next $5 million 35 bps trustee to the grantor. Above $10 million 25 bps

In addition, The Private Trust Company can assist In-house experts: 5 individual trustees in the administration of their trusts in Trust accounting system: InnoTrust our capacity as agent. Simply put, your client remains Supports directed trusts: Yes trustee while delegating administrative and operational duties to PTC for the purposes of ensuring compliance Supports delegated trusts: Yes with the governing instrument and applicable state law. Typical timeframe for acceptance of new trust: 5 business days The Private Trust Company, N.A., is an affiliate of LPL Marketing support includes: Brochures, articles and Financial. white papers, webinars, business development mentoring.

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