Why Self-Direction?

Hugh Bromma's Blog

Find out what's going on in the world of investing. Regular posts by the Entrust experts. Visit now...

Newsletter

Get the latest from Entrust emailed right to you. Sign up now...

Find a Local Office

Want to open an account?

Find an office.

U.S. Map

Entrust Self Directed IRA Fees

Our Value-Oriented Self Directed IRA Fee Structure

At Entrust, we realize that all investors have different objectives. To accommodate this, we've developed two account fee structures for self-directed retirement plans.

Choose the Entrust fee structure that best suits your investment objectives from the options below.

Entrust Fees

Option One: Self Directed IRA Fees Based on Number of Assets

  • An self directed IRA establishment fee of $50.
  • A self-directed retirement account record-keeping fee of $250 per asset, per year. This fee is paid when the asset is acquired.

For example:

  • An account holding one asset = $250 per year
  • An account holding six = $1,500 per year

Option Two:  Self-Directed IRA Fees Based on Asset Value of Self-Directed Account

  • An self-directed IRA account fee of $50 to establish the account
  • A record-keeping fee that ranges from $125 to $1,850 per year.

If you would like more information on our fees, please review the Entrust fee schedule in our downloads and forms section through the local office page.

The professionals in your local Entrust office would be happy to assist you with any questions you may have, or help you to open an Entrust self directed IRA or real estate IRA account.

What do you have to do get an Entrust IRA?

It's easy. Basically, there are three steps to self directing your IRA funds:

  1. Open an Account – If you’ve already chosen a retirement plan, open a self directed IRA with Entrust. Our professionals are trained in all areas of self directed IRAs and real estate IRAs, and are ready to assist you.
  2. Fund your Account – Fund your account by making a contribution or by rolling over or transferring funds from another IRA. Your local Entrust office can assist you.
  3. Choose an Investment – If you have an investment in mind, simply contact your local office. If you’re looking for investment ideas, visit the Entrust Learning Center.

Get started today!

 

 

Entrust news

Read the latest on self-directing your investments, interviews and more.

Visit now...

Events calendar

Attend seminars, workshops and classes on self-directed IRAs in your area.

Visit now...

Join Our Mailing List

© 2009 The Entrust Group, Inc. - All Rights Reserved | Privacy Policy | Site Use Policy | Site Map