Investment Account Management Fees
As Investment Manager, we will meet with the account owner to determine goals, income requirements, and risk tolerance. Based on the information gathered, an investment plan will be proposed and once an agreement on the investment plan is reached, the plan will be implemented.
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Fiduciary Management Fees
Through its Wealth Management Group, Guaranty Bank & Trust provides comprehensive wealth management serving as a trustee, agent for a trustee, investment manager, or custodian.
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Estate Administration Fees
Through its Wealth Management Group, Guaranty Bank & Trust provides comprehensive estate administration services on behalf of a deceased individual or a temporarily or permanently incapacitated individual.
Real Estate, Oil, Gas, Minerals Management Fees
Through its Wealth Management Group, Guaranty Bank & Trust provides skilled management of real estate, oil, gas, and other mineral properties.
Self-Directed IRA Services Fees
Through its Wealth Management Group, Guaranty Bank & Trust provides non-fiduciary custodial services for the safekeeping and custody of securities, remittance or reinvestment of income, and settlement of all purchases and trades as directed by the account owner or designated agent.