Ballentine Partners' standard tiered fee schedule for High Net Worth clients ranges from 0.95% to 0.25% of the portfolio value annually, with a minimum annual fee of $40,000. For Family Office clients, the standard tiered fee schedule ranges from 0.60% to 0.10% of the portfolio value annually, with a minimum annual fee of $180,000. Fixed service fees are negotiable for Family Office clients, generally ranging from $180,000 to $500,000 annually. Ballentine may charge fees for serving as trustee or similar roles that typically range between $3,000 and $5,000 for each trust or entity. Bill payment administration fees typically range between $10,000 and $50,000 per year.
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Learn about disclosures →Coventry owns Sew & Bloom, a business designing stationery and home decor products. Coventry also serves as Senior Warden for The Parish of the Good Shepherd, a non-compensated role.