Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Washington Trust Wealth Management discloses a tiered schedule starting at 0.90% in its Form ADV Part 2A (March 20, 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 20, 2026): “The Adviser’s standard investment management fee schedule for accounts over which the Adviser has discretionary authority (“Managed Accounts”) are: 0.90% per annum on the first $1,500,000 of assets under management, plus 0.75% per annum on the next $1,500,000 of assets under management, plus 0.65% per annum on the next $7,000,000 of assets under management, plus 0.40% per annum on the next $10,000,000 of assets under management, plus 0.30% per annum for assets under management over $20,000,000. Minimum annual fee: $7,500”
Note: CRD 110407 is confirmed ACTIVE and SEC registered via a live IAPD lookup performed this session. Washington Trust Advisors’ own Form ADV Part 2A brochure states the firm managed $2,323,676,991 of client assets on a discretionary basis and $69,114,371 on a non-discretionary basis, a total of $2,392,791,362, as of December 31, 2025; this is the firm’s own regulatory AUM figure, and it differs substantially from a roughly $6.8 billion assets-under-administration figure that a secondary press release had cited, which appears to describe a broader affiliated banking relationship rather than Washington Trust Advisors’ own SEC-registered adviser book. The priced schedule is the firm’s standard investment management fee schedule for discretionary Managed Accounts, its core individual wealth management service, distinct from its separate Corporate Trustee and Third-Party Money Manager fee arrangements described in the same brochure.
- First $1,500,000: 0.90%
- Next $1,500,000: 0.75%
- Next $7,000,000: 0.65%
- Next $10,000,000: 0.40%
- Amounts over $20,000,000: 0.30%
Minimum annual fee: $7,500.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $7,500 | 3.00% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $9,000 | 0.90% |
| $2,000,000 | $17,250 | 0.86% |
Washington Trust Wealth Management prices Managed Accounts on a stepped schedule of 0.90% on the first one and a half million dollars, then 0.75%, 0.65%, 0.40%, and 0.30% as the balance moves through each successive bracket, with a $7,500 minimum annual fee. At $250,000 and $500,000 the computed percentage fee falls below that minimum, so the $7,500 floor is what is actually charged; the $1,000,000 and $2,000,000 balances clear the floor and are priced directly off the marginal schedule.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Washington Trust Wealth Management’s own published rate runs $7,500 a year.
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- Form ADV Part 2A (March 20, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022835
- SEC Investment Adviser Public Disclosure, Washington Trust Advisors, Inc. (CRD #110407): https://adviserinfo.sec.gov/firm/summary/110407
- Washington Trust Advisors, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/110407/PDF/110407.pdf
Methodology. This page was built September 28, 2026, drawing on Washington Trust Wealth Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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