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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% |