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Fees

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Investment Account Management Fees

As Investment Manager, we will meet with the account owner to determine goals, income requirements, and risk tolerance. Based on the information gathered, an investment plan will be proposed and once an agreement on the investment plan is reached, the plan will be implemented.

Fee Schedule

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Fiduciary Management Fees

Through its Wealth Management Group, Guaranty Bank & Trust provides comprehensive wealth management serving as a trustee, agent for a trustee, investment manager, or custodian.

Fee Schedule

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Estate Administration Fees

Through its Wealth Management Group, Guaranty Bank & Trust provides comprehensive estate administration services on behalf of a deceased individual or a temporarily or permanently incapacitated individual.

Fee Schedule

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Real Estate, Oil, Gas, Minerals Management Fees

Through its Wealth Management Group, Guaranty Bank & Trust provides skilled management of real estate, oil, gas, and other mineral properties.

Fee Schedule

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Self-Directed IRA Service Fees

Through its Wealth Management Group, Guaranty Bank & Trust provides non-fiduciary custodial services for the safekeeping and custody of securities, remittance or reinvestment of income, and settlement of all purchases and trades as directed by the account owner or designated agent.

Fee Schedule

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Custodial Services Fees

Together with your advisor, we’ll work closely to facilitate and coordinate any investment transactions. The ultimate goal is to create a seamless process for you and your family. Our success is defined by yours.

Fee Schedule

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Directed Trustee Fees

Guaranty will provide non-fiduciary custodial services for the safekeeping and custody of securities, remittance or reinvestment of income, settlement of all purchases and trades as directed by the account owner or designated agent.

Fee Schedule

Investment products are not FDIC insured, are not bank guaranteed, and may lose value.