401-751-2702

INVESTMENT TIPS

TODAY'S MARKET

NEWSLETTER

SERVICES

Investment Management and Trust Services
Investment Management clients with Coastline Trust benefit from the following services:
  • Portfolio management by a seasoned investment manager.
  • Individual administrator assigned to your account.
  • Consolidation of assets for simplified, efficient management.
  • Concise, timely statements detailing account activity.
  • Annual report summarizing taxable activity.
  • Regular account reviews.
  • Safekeeping of securities.
  • Institutional rates on transactions.
  • Availability of bill paying and tax preparation.
  • Direct deposit and withdrawal options
  • Access to other valuable financial services.
  • Online informational access to accounts.
  • Annual tax reporting.
Custodial Services
Individuals and organizations who manage their own assets may want to consider Coastline Trust in a custodial capacity. As your custodian we:
  • Provide safekeeping of securities.
  • Effect purchases and sales in accordance with customer instructions.
  • Collect proceeds of any assets which are sold, redeemed or have matured.
  • Collect interest and dividends when payable on account holdings.
  • Deposit, reinvest or distribute such proceeds and directed by the customer.
  • Notify customer of receipt of notice by Coastline Trust of any call for redemption, tender offer, subscription rights, merger, consolidation, reorganization, or recapitalization or similar proceeding affecting securities held for customers account.
  • Annual tax reporting.
Guardianship Services
Coastline Trust can serve as guardian for a minor child or incapacitated person. Our services include:
  • Professional portfolio management.
  • Account administrator assigned to each account.
  • Regular statements detailing all account activity.
  • Annual tax reporting.
  • Automated addition and/or withdrawal system.
  • Bill paying services.
  • Professional service with a personal touch.
Estate Planning Services
Estate Planning Services with Coastline Trust include the following:
  • Explain how estate planning benefits you and your family.
  • Explore and determine goals and objectives.
  • Detailed review of your current estate plan.
  • Determine if current pan meets your goals and objectives.
  • Recommend changes, if applicable, to improve your plan.
  • Work closely with your financial advisers, or help you in choosing qualified legal and accounting specialists, to create your customized estate plan.
  • Monitor changes in tax and legal systems which affect your plan.
  • Meet with you, or your family, on a regular basis to review your plan.
Estate Administration
Coastline Trust provides estate administration services. We can assist you or our chosen representative by providing expertise in estate settlement as your agent, or we can act as Executor or Co-Executor and assure an efficient, thorough estate settlement process. We provide:
  • Knowledge of the probate process.
  • Professionals experienced in estate settlement.
  • Full-time commitment to the process.
  • Personal, unbiased attention for survivors.
  • Access to related services including investment management and trust administration.
  • Access to qualified professionals in the legal, accounting, and appraisal fields.
Schedule of Fees for Trust and Investment Management Services
This published or standard fee schedule will be applied to all new accounts with investment management responsibilities. Larger accounts, or accounts which require extraordinary time or service commitments, may require adjustments to this published fee schedule.

Irrevocable trusts will be charged a separate fee for the preparation and filing of fiduciary income tax returns and K-1 Forms.

  • 1.10% of market value on the first $500,000
  • 0.95% of market value on the next $500,000
  • 0.75% of market value on the next $1,000,000
  • 0.55% of market value in excess of $2,000,000
Accounts will be subject to a minimum annual fee of $4,000.