TRADITIONAL IRA, ROTH IRA, SEP IRA, OR SIMPLE IRA FEE SCHEDULE

What is the cost to open a Self-Directed IRA?

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

What is the annual record-keeping fee for my Self-Directed 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 asset purchase 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.

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HEALTH SAVINGS ACCOUNT FEE SCHEDULE

What is the cost to open a Health Savings Account (HSA)?

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

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

The fee is $100 annually.

What are the transaction fees?

$40 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 asset purchase date.

Is there a termination fee?

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

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PRECIOUS METALS IRA FEE SCHEDULE

What is the cost to open a Precious Metals IRA?

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

What is the annual record-keeping fee and what does it include?

The fee is $275 annually.

What are the storage fees?

Your account will be charged 10 basis points of your total account value based on your depository renewal date, for a minimum of $125.

What are the transaction fees?

$75 for purchase or liquidation.

What are the shipping fees?

You will be charged based on the metal type and weight but a minimum of $50.

When am I invoiced each year?

On the anniversary of the asset purchase date.

Is there a termination fee?

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