While there is no fee to initiate a fund with us, we do charge an annual administrative fee to help offset the cost of operating the fund, and there is a fund manager fee set by the individual investment managers.
Our goal is to provide fundholders with exceptional service and fund management; the fees assessed allow us to do just that.
FM Area Foundation Fee Schedule
|Donor Advised or Designated Fund||1.125% under $1 million||.375% over $1 million|
|Unrestricted or Field of Interest Fund||1.125% under $1 million||.375% over $1 million|
|Supporting Organization||1.125% under $1 million||.375% over $1 million|
|Pass Through Fund||2.125%|
|Agency (Nonprofit) Funds||20% nonprofit discount|
For more information about FM Area Foundation management services, please contact Patty Mastel or Greg Diehl.