What fees and other disbursements are charged to each CRT account?

CRT Fee: An annual rate of .75% of the market value of the Trust is charged and reported quarterly for administrative services.

BB&T Fees:

  • Investment Management: An annual blended rate of .75% of the market value of the Trust is charged monthly and reported quarterly.
  • Record keeping and Statements: A $40 annual fee is charged and reported quarterly.
  • Tax Filings: A $50 annual fee is charged and reported in the second quarter.

Income Tax Payments: Where applicable, Federal and/or State of Pennsylvania taxes are calculated on interest, dividends and net gains. Taxes if due are paid and reported in the second quarter. Estimated tax payments for the subsequent tax year may be required for some accounts and are paid quarterly.

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