Trust Services
Protect your family's financial legacy with a personal trust — a legal entity held and managed by a trustee for the benefit of your loved ones, long after you're gone.
How It Works
Professional Trust Administration
A personal trust provides structure, protection, and professional oversight for your assets. We coordinate a three-party relationship: you and your estate planning attorney establish the trust and appoint Christian Financial Advisors as the investment advisor, along with National Advisors Trust Company as corporate trustee for fiduciary trust administration.
This directed trust structure ensures your investments continue to be managed according to your values and wishes, while National Advisors Trust handles the administrative duties — disbursements, tax reporting, statement production, and bill paying — freeing your family from the burden and liability of serving as trustee themselves.
Roles & Responsibilities
How the Relationship Works
You & Your Attorney
Establish the trust, appoint Christian Financial Advisors as your investment advisor, and appoint National Advisors Trust Company as corporate trustee.
Christian Financial Advisors
Oversee the relationship between you and National Advisors Trust. Manage the trust's investments in accordance with your objectives and values.
National Advisors Trust
Founded in 2001, National Advisors Trust is one of the nation's largest independent directed trust companies, serving families in all 50 states. As corporate trustee, they perform fiduciary trust administration: disbursements, tax reporting, statement production, and bill paying.
Fee Information
Trust Service Fees
Trustee fees follow a tiered annual schedule based on the value of assets held in trust, with a $4,200 annual minimum. Fees are 0.50% on the first $2 million, 0.45% on the next $3 million, and 0.25% on any amount over $5 million.
Trust services provided through National Advisors Trust Company, FSB, and/or National Advisors Trust of South Dakota, Inc. Charles Schwab, National Advisors Trust, and Christian Financial Advisors are separate and unaffiliated companies.
Ready to Steward Your Resources with Confidence?
Schedule a complimentary consultation to learn how we can help you align your finances with your faith.