Fees

Fees for Trust Enrollment and Administration:

Initial Enrollment and Approval Fee  A one-time $900.00 fee paid for the creation of the account and the approval process with the Georgia Department of Community Health.

Annual Administrative and Investment Fee –An annual fee computed and paid on a quarterly basis (25% of the annual amount) and annual amount is as follows:

  • 1% of the average account balance on the amount up to $700,000
  • .75% (.0075) of the amount of the average account balance of $700,000 to $1,000,000
  • .50% (.0050) of the amount of the average account balance above $1,000,000
  • Minimum fee of $600