Trustees Record Ongoing Fees to Investment Advisor

The Exeter Trustees of Trust Funds documented ongoing investment advisory services provided by Three Bearings Fiduciary Advisor, including quarterly and annual fee amounts through June 30, 2026. These fees cover management of the Town’s Common Capital Reserve Fund, SAU 16 Common CRF, and Common Trust Fund portfolios.

Scope & details

The full contract record, as filed.

Contract amount

$5,365.40 (quarter ending June 30, 2026); $10,710.19 (first two quarters of 2026); $5,344.79 (quarter ending March 31, 2026); $19,654 (four quarters 2025); $8,566.03 (two quarters 2024)

Contract type

FINANCIAL_SERVICES

Contract term

Quarterly and annual investment advisory services; fees reported through June 30, 2026

Renewal

Ongoing engagement for investment advisory services; minutes do not specify contract start or end date, renewal terms, or extensions.

Document type

Minutes

Source document

Exeter Trustees of Trust Funds Minutes 2026-07-28

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Exeter Housing Authority?

Three Bearings Fiduciary Advisor was awarded this financial services contract by Exeter Housing Authority, as recorded on July 28, 2026. The contract value is $5,365.40 (quarter ending June 30, 2026); $10,710.19 (first two quarters of 2026); $5,344.79 (quarter ending March 31, 2026); $19,654 (four quarters 2025); $8,566.03 (two quarters 2024).

How much is the Three Bearings Fiduciary Advisor contract with Exeter Housing Authority worth?

The Three Bearings Fiduciary Advisor contract with Exeter Housing Authority is valued at $5,365.40 (quarter ending June 30, 2026); $10,710.19 (first two quarters of 2026); $5,344.79 (quarter ending March 31, 2026); $19,654 (four quarters 2025); $8,566.03 (two quarters 2024), covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Exeter Trustees of Trust Funds Minutes 2026-07-28 (Minutes), dated July 28, 2026 from Exeter Housing Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Three Bearings Fiduciary Advisor hold?

Three Bearings Fiduciary Advisor may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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