Thomas Son
Reviewer
0 helpful votes
Overall positive except for the annual fee.
Overall, my experience with KTS Pooled Trust has been positive. While I cannot speak to other service providers, I have had very few issues with how KTS handles my assets. Whenever a concern does arise, their team is incredibly prompt, providing clear explanations and effective solutions. Their customer service has been first-rate throughout my time with them. My only critique is the fee structure; they charge an annual fee on top of the standard monthly service fee, which I find unusual compared to industry norms. If you are already satisfied with a pooled trust that does not charge these additional fees, I would suggest staying where you are. However, if you are struggling with poor customer service elsewhere, KTS has a proven track record of being responsive and reliable.
