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Donor Advised Fund
Fee Schedule

Tulsa Fiduciary Fund is proud to offer some of the most competitive fees in the country. There is never a fee for opening any type of fund at Tulsa Fiduciary Fund. Fees are charged quarterly in arrears based on market value at period end.

Account Balance Administration Expense Avg. Investment Expense Total Expense
$50,000 0.50% 0.21% 0.71%
$250,000 0.40% 0.21% 0.61%
$500,000 0.30% 0.21% 0.51%
$1,000,000 0.25% 0.21% 0.46%
$3,000,000 0.25% 0.21% 0.46%
$5,000,000 0.20% 0.16% 0.36%
$10,000,000 0.15% 0.16% 0.31%