William Robinson Trust Fund Meeting Minutes May 2026
Trust Fund Pays Q2 Investment Fees To Raymond James
Trusted by teams at
Description
The William Robinson Trust Fund recorded payment of $5,840.86 in Quarter 2 investment management fees to Raymond James, based on a 0.90% annual rate applied proportionally to a $2.6 million balance. The charges were paid from the trust’s investment account as part of ongoing financial advisory services.
Contract Details
Contract Amount
$5,840.86
Vendor
RAYMOND JAMES
Agency
Town of Exeter, NH
Contract Type
FINANCIAL_SERVICES
Document Date
May 6, 2026
Contract Term
Quarter 2, 091/365 days at 0.90% on $2,603,074.26
Renewal Info
Ongoing investment management arrangement; fees assessed at 0.90% annualized rate pro-rated over 91 days on the account value. No explicit end date or renewal terms are stated in the minutes.
More from RAYMOND JAMES
Related Contracts
Lancaster SD Agenda Committee of the Whole Meeting 2026-06-16
PENDINGWoodhaven-Brownstown School District Board of Education Regular Meeting Agenda 2026-06-16
APPROVEDLancaster SD Agenda Committee of the Whole Meeting 2026-06-16
PENDINGSchool Board Agenda Item Summary: Consider and Take Possible Action of List of Qualified Broker/Dealers and Financial Institutions for 2026 - 2027
APPROVEDHouston Independent School District Agenda Packet 2026-06-11
APPROVEDMore from Town of Exeter
Town of Exeter NH Energy Committee AgendaPacket 2026-06-10
Town of Exeter NH Energy Committee AgendaPacket 2026-06-10
Town of Exeter NH Energy Committee AgendaPacket 2026-06-10
Town of Exeter 250 Celebration Commission Meeting Minutes April 2026
Town of Exeter 250 Celebration Commission Meeting Minutes April 2026
Want to learn more?
Get alerts on contract renewals, new awards, and vendor activity.
Bring us your territory.
We'll show you what is forming.
See live SLED buying signals, source docs, decision-makers, contract context, and the next step into your CRM or pipeline.