Sample Client Savings - Business Sale Proceeds Sample FLATFEECIO Fiduciary Review Family with $8 million in Assets 36 Months Cumulative Savings =$199,500Small Business owner of several fast food restaurants sold their 8 store portfolio for net proceeds of $8 Million a few years ago. Clients initiated a trust in addition to a joint investment account managed with the Trust Department of their large regional bank.Asset Summary is as follows:$5 million in a living trust and $3 million in a joint account managed in the proprietary stock and bond portfolio of the bank trust department. EXTERNAL FEETrust Administration and Investment Fees of 1.75% per year on $5 million = $87,500(Dollar Amount of Fee Fluctuates and Grows Directly with Account Value)Annual Advisory Fee of .75% on $3 million joint account =$22,500(Dollar Amount of Fee Fluctuates and Grows Directly with Account Value)Total Annual Legacy Trust and Investment Fees =$110,000 FLATFEECIO Efficient Wealth Plan UpgradeEXTERNAL FEEFLATFEECIO Fixed Dollar Investment Fee =$18,000(Dollar Amount of Fee Does NOT Grow Directly with Account Value)Independent National Third Party Trust Company Trust Admin. =$17,500(Sample Admin Fee of.35% per year on $5 million)(Dollar Amount of Fee Fluctuates and Grows Directly with Account Value)INTERNAL FEEFund Expense of .10% on $8 million =$8,000(Dollar Amount of Fee Fluctuates and Grows Directly With Account Value)FLATFEECIO Total Ongoing Trust & Investment Fees on $8,000,000 in Assets =$43,500 Savings SummaryLegacy Percent Trust & Investment Annual Fee =$110,000FLATFEECIO Trust & Investment Annual Fee =$43,500FLATFEECIO ANNUAL SAVINGS =$66,50024 MONTHS CUMULATIVE SAVINGS =$133,00036 MONTHS CUMULATIVE SAVINGS =$199,500 Hypothetical Client Fee Savings Illustration. Actual Savings Results May Vary. Percentage based advisor and product fees fluctuate which can increase or decrease potential annual and cumulative savings results.