The Golden State Pooled Trust offers a planning option for individuals with disabilities who receive (or applying to receive) Medi-Cal and/or SSI benefits.

    *  Personal attention and commitment to the needs of each beneficiary

    * Web-based Enrollment System

    * Carefully review disbursement requests to ensure that one's benefit are not jeopardized

    * Diverse Investment Platforms

    * Toll Free Call Center

TRUST FEES

Enrollment:  $1,500 (one-time fee)

Annual Admin Fees:

$0-599,999:    $1,500 or 1.5% whichever is greater.

$600,000-999,999:  1.25%

$1,000,000 and higher:  negotiable