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    Wondering what accounting fees are associated with a self-directed IRA?

    We are upfront about our fees and make them easy to understand. The four fee categories are establishment, administration, transaction, and termination. Use our self-directed IRA fee calculator to estimate your fees today!

    Calculate My Fees

    Open an Account

    Account
    Establishment Fee

    If investing in:
    Alternative Assets (non-refundable, one-time fee per account)

    $50
    Precious Metals (only) $0

    Annual Account
    Administration Fee

    Precious Metals Accounts (only) $150

    Alternative Assets Account Fee Options

    ► Option 1 - Based on Number of Assets $299 per asset
     
    ► Option 2 - Based on Asset Value (calculate using the table below) Min. $199 - Max. $1,995
       
     
    If the account value is between Multiply the value by
    $1 and $24,999
    $25,000 and $49,999
    $50,000 and $149,999
    $150,000 and $299,999
    $300,000 and up    		 0.0095
    0.0070
    0.0065
    0.0060
    $1,995 (max)

    For example, if account value is $20,000, the annual administration fee would be $199 ($20,000 x .0095 = $190. However, $199 is the minimum fee.) If account value is $55,000, the annual administration fee would be $445.00, calculated by adding together the incremental amounts for each tier: Tier 1: $24,999 x .0095 = $237.49; Tier 2: $25,000 x .0070 = $175.00. Tier 3: $5,001 x .0065 = $32.51. Combining the number from all three tiers totals $445.00.

    Account
    Termination Fee

    Alternative Assets $250
    Precious Metals (only) $150

    Account Buy and Sell of Asset Transaction Fees

    Purchase, sale, or exchange of Precious Metals
    (Precious Metals Depository Fees associated with precious metals account may apply and will be charged to your account)    		 $0
    Purchase, sale, exchange or additional funding, per asset
    (excluding real estate and/or precious metals)    		 $95
    Purchase, sale, or exchange of Real Estate
    (includes earnest money if applicable)    		 $175
    Purchase, sale, or exchange of Real Estate with Non-Recourse Loan
    (includes earnest money if applicable)    		 $250

    Other Transaction Fees 

    Applies to all Entrust Accounts

    ACH transfers, incoming and outgoing $0
    Wire transfers, per item, incoming and outgoing $30
    Overnight delivery via FedEx, UPS, USPS, etc $30
    Checks
    (includes all check requests)    		 $10/check
    Cashiers or other official bank check $30
    Research of closed assets or accounts, legal research, or special handling of transactions $150/hour
    Returned items of any kind and stop payments, per item $30
    Note: B2B Negotiated Fee Schedule supersedes this fee schedule. Fee schedules for other services and products are listed separately and must be acknowledged at time of request.
     
    Limited Time Offer
    Claim Your $50 Promo Code
    Open an account with Entrust for free!*
    • Rollover an old 401(k)
    • Transfer an existing IRA
    • Make a Contribution to a new IRA

    Complete this form to get your $50 promo code

    *Offer is valid for incoming transfers, rollovers, or contributions. No minimum required. Not valid for buy/sell transactions. Promotion ends at 11.59 p.m. April 17, 2018. This waiver applies to accounts with an account opening fee only. Offer available online only. $50 value. Note that accounts opened with the waiver need to be funded. Accounts not funded will be closed after 180 days.

    Calculate Your Fees

    Choose An Asset Type

    For information on dual account fees please contact us.

    Precious Metals Asset Information

    Back

    Other Alternative Assets Information

    • $
    Back

    Your Annual Fees

    Based on the information you provided, your fees would be based on the number of assets. (Option 1)
    Based on the information you provided, your fees would be based on the asset value. (Option 2)
    0

    Account Termination Fee

    Precious Metals Accounts (only) $150

    Account Termination Fee

    Alternative Assets (only) $250
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