Traditional, Roth, SEP, SIMPLE IRA Fee Schedule

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

Fee Schedule

Use this form with the Account Application to open an IRA.
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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 $350 per asset or $100 per mortgage liability to a maximum annual fee of $2,100.

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, $150 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.