Vantage IRA Fee Schedule | Self-Directed IRA Fees

Forms > Fees > Traditional, Roth, SEP, SIMPLE IRA Fee Schedule

Fee Schedule Use this form with the Account Application to open an IRA.	Submit Online Print and Mail

FREQUENTLY ASKED QUESTIONS

What is the cost to open an IRA account?

There is a non-refundable account setup fee of $50.

What is the annual record-keeping fee for my IRA?

The fee is $395 per asset or $100 per mortgage liability to a maximum annual fee of $2,370.

What are the transaction fees?

$125 for any purchase, sale, exchange, payoff or re-registration of any asset or liability.

When am I invoiced each year?

On the anniversary of the account funding date.

Is there a termination fee?

Yes, $225 for a full account termination including a transfer of all assets from your account. $50 for a partial account termination including a lump-sum distribution or transfer of assets.