Fees

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
Scholarship Fund 2.125%  
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.