We believe in challenging the status quo. We believe in thinking diﬀerently. We
believe in freeing beneﬁciaries and advisors giving them the power to choose.
We believe in your freedom.
The way we challenge the status quo is by breaking down the traditional rigid
trust company barriers and create a system of checks and balances, giving
families a voice in the administration of their ﬁnancial aﬀairs. This
revolutionizes the advisor and client relationship. Our trust services are
eﬃcient, non-interruptive and easy to use.
We just happen to not compete against advisors, we go where you go (custodian
neutral), we operate in the state named the top trust jurisdiction over the last
decade and we have been named the second best company in America for
Why don’t we work together?
Everything we do...
Wealth Advisors Trust Company was established to free advisors and trust beneﬁciaries
oﬀering all the services of a traditional trust company. We are custodian neutral and do not
manage investment assets. Because each trust is structured with your clients’ speciﬁc goals
in mind, our administration services can be catered to make sure that those goals are
Services include performing trustee and administration functions for a range of diﬀerent
trusts. We have experience in all types of personal trusts, including living trusts (also called
revocable trusts), trusts under Wills (also called testamentary trusts), charitable trusts, special
needs trusts, dynasty trusts, accumulation trusts (also called gifting trusts), life insurance
trusts and asset protection trusts.
Coordination with attorneys, accountants and ﬁnancial advisors
Collection of income
Integrate workﬂow between professional advisors
Review and processing of requested discretionary distributions
Provide detailed tax information
Fulﬁll ﬁduciary duties as outlined in the trust document
Quarterly trust accounting statements (monthly, if required)
Trust tax return preparation
Our services can include any of
Challenging the status quo begins with the idea that the corporate trust company is no longer
the primary advisor. Now you are the primary manager of the relationship. No matter if,
when, how or where you move, we go where you go.
Creating a system of checks and balances requires a team of outstanding professionals.
Wealth Advisors Trust Company (“WATC”) recognizes that a client’s trusted advisor is an
integral part of the wealth management team. We work with the advisor to ensure that our
solutions are centered around their client’s needs. In fact, Wealth Advisors Trust Company, is
the only trust company to oﬀer its Non-Compete Guarantee™ giving advisors conﬁdence
that WATC will not compete with the advisor for asset management.
While many custodians, broker-dealers and brokerage ﬁrms are associated with
“independent” trust companies, independent does not automatically mean independence. An
advisor changing to a new custodian/broker-dealer may ﬁnd the previous in-house trust
company does oﬀer trust portability. Many valuable relationships have been lost because of
Attorneys and Advisors
South Dakota has been recognized as a leader in trust law and a top ranked state by Trusts &
Estates magazine over the last decade. Wealth Advisors Trust Company was organized in
South Dakota to provide clients with the many advantages aﬀorded trusts under South
Dakota law, such as:
• No state income tax
• No capital gains tax
• Unlimited duration trusts
• Self-settled asset protection trust
• Simpliﬁed trust decanting and modiﬁcation
Wealth Advisors Trust Company can generally serve as trustee or co-trustee of trusts from
any state, even if the grantor and beneﬁciaries do not reside in South Dakota. We can work
with professional advisors who custody assets at almost any custodian across the country.
in a simple,
More than half of Americans believe that their children and grandchildren will have
a lower standard of living compared to their parents. We see a much brighter future
for the coming generations. We believe one of the greatest gifts you can leave your children
and grandchildren are the same ﬁnancial advantages that the “Pension Generation” has
Wealth Advisors Trust Company has created the SmartIRA™; a revolutionary process which
converts IRA’s and ROTH IRA’s into accounts that can replace the impact of pensions and even
Social Security. It is tremendously sophisticated but surprisingly cost-eﬀective and simple to
SmartIRA™ is the ﬁrst custodian neutral trusteed IRA ever available to advisors. While many
families have used the SmartIRA™ to replace the impact pensions for their heirs others have
used it to prevent unintentional disinheritance, asset protection, distribution control and to
avoid high attorney fees. The SmartIRA™ is the most powerful planning tool since the
Includes self-settled asset protection trusts, gifting trusts, grantor trusts, revocable trusts,
grantor retained annuity trusts, QPRT’s, charitable remainder trust and charitable lead trusts.
Fees for extraordinary or non-standard services will be charged based on a time and expense
basis for all personal and charitable trust services.
Administrative Services for ILITs
First $2 million 0.60%
Next $3 million 0.50%
Annual Fee $1,500 + $500 for each additional policy
$750 one time (charged only if accepted)
Next $5 million 0.40%
Next $10 million Negotiable
Fee Minimum $5,000 annually
Setup and Review Fee $750 one time (charged only if accepted)
SmartIRA™ Setup Fee $250 per IRA account
Administrative Services for Personal and Charitable Trusts*
Setup, Trust and
Policy Review Fee
Agency Trust Services Discount to published fee schedule
330 South Poplar Avenue
Pierre, South Dakota 57501
Tel (605) 776-7012
Fax (605) 224-4307
Send Us an Email