Financial Advisors
You Want:
A simple trust solution for your client under trust law that is flexible and modern.
We Deliver:
Advisor-friendly trust solutions under the #1 trust law state in America, providing a responsive and flexible approach.
Why Choose Monument Trust?
Retain Clients AND Your Independence
Financial advisors who work with Monument Trust can rest assured that their clients’ trust assets will remain under their management for multiple generations. By naming us as a successor trustee, you can strengthen your relationship with your clients and help build a lasting legacy for their families. Working with an advisor-friendly trustee can help ensure that your clients’ assets remain within your book of business.
We understand the importance maintaining your independence to safeguard your business from other financial professionals. At Monument Trust, we are committed to ensuring that your business stays your business by providing reliable and trustworthy trust administration solutions. By working with us, you can rest assured that your clients’ trust assets will remain under your management, and your book of business will be protected for the long term.
Benefits for Financial Advisors
We do not Manage Investments
We understand that financial advisors have their own preferred custodial platforms for managing investments. That’s why we offer complete flexibility when it comes to where your clients’ assets are held. You can choose to custody your clients’ assets on your preferred platform, allowing you to maintain complete control over your investment management process. We work seamlessly with a wide range of custodial platforms, giving you the freedom to choose the one that best fits your needs and preferences. With Monument Trust, you can trust that we will work with you to ensure that your clients’ assets are held where you want them to be, while still benefiting from our top-tier trust administration solutions.
Flat Trustee Fees for all Types of Trusts
Charging trustee fees based on assets under administration is an outdated approach. Instead, we believe that our time and expertise should be treated as a fixed expense, and our flat fees reflect that philosophy. By offering transparent and straightforward fees, we make it easy for our clients to understand exactly what they are paying for and why. We know that every trust administration situation is unique, and our team is committed to providing personalized solutions that fit your specific needs. With Monument Trust, you can trust that our flat fees will always be fair, reasonable, and reflective of the value we provide to you and your clients.
No Interference
As a financial advisor, you have worked hard to build strong relationships with your clients. That’s why we believe that you should remain the CEO of the trustee/client relationship. Your clients trust you, and we are here to support you behind the scenes, ensuring that your clients’ trust administration needs are met seamlessly and efficiently. With our expert team working in the background, you can focus on what you do best: providing top-tier investment advice and financial planning services. We work hand-in-hand with you to ensure that your clients receive the best possible service and support, while you continue to be the primary point of contact for all of their financial needs. With Monument Trust, you can trust that your clients’ trust administration needs will always be handled with the utmost care and professionalism, allowing you to maintain and strengthen your relationships with your valued clients.
Offer the South Dakota Advantage
By choosing Monument Trust, you gain access to the top trust jurisdiction in the country – South Dakota. As a South Dakota trustee, we offer unparalleled trust solutions that give you a distinct competitive advantage over local trust companies. With our advanced estate and asset protection planning strategies, such as Asset Protection Trusts, Dynasty Trusts, and state income tax planning, you can offer your clients the very best in trust planning and administration. Our team of experts has a deep understanding of the complexities of trust administration in South Dakota and can help you navigate the process with ease. With Monument Trust as your partner, you can rest assured that your clients’ trust needs will be met with the highest level of professionalism and expertise, allowing you to provide them with the very best in financial planning services.
Independence
At Monument Trust we collaborate with both independent and wirehouse advisors. We prioritize the financial advisor as our client and believe in maintaining strong relationships with them. In the event that you switch broker dealers, you can trust that Monument Trust and your clients will remain with you every step of the way.
Transferring a Trust
We offer a seamless solution for financial advisors who come across existing trust business. We can assist in the process of removing the current trustee, appointing Monument Trust, and securing new assets under your management. This approach benefits all parties involved and ensures a successful outcome.