Over 36 years of experience in the self-directed IRA industry
More nationwide locations than any other administrator
Experts in allowable alternative investments
Managed over 21,000 clients and $3.2 billion in assets
A Self-Directed IRA gives you the opportunity to make investment decisions in areas based on your knowledge and expertise. From real estate to private lending, you can choose from a wide variety of different types of investments allowed.
Stand out from the competition by offering your audience a way to diversify their portfolios.
Expand your investor knowledge with articles, whitepapers, and other educational resources.
"For almost 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms."
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Choose from two annual recordkeeping fee options:
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Purchase, sale, exchange or additional funding, per asset (excluding real estate, precious metals and/or crowdfunding with selected companies) |
$95 |
Purchase, sale, or exchange of real estate (includes earnest money deposit if applicable) |
$175 |
Purchase, sale, or exchange of real estate with non-recourse loan (includes earnest money deposit if applicable) |
$250 |
Purchase, sale, or exchange of precious metals (precious metals depository fees, such as storage and shipping, may apply and will be charged to your account) |
$0 |
Purchase, sale, or exchange of crowdfunding (only if investing with the following companies: WeFunder, SharesPost, Realty Mogul, Funders Club, EquityZen, and Crowdstreet) |
$0 |
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 |
Cashier's or other official bank check | $30 |
Research of closed assets or accounts, legal research, or special handling of transactions | $150/hour |
Rush fees for expedited transaction processing or services within the same or next day | $150 |
Returned items of any kind and stop payments, per item | $30 |
Re-registration of assets plus expenses of transfer agents (if applicable) | $100 |
Account termination processing fee | $250 |
Calculate Your Fees
* Annual Precious Metals Account Fee does not include depository fees
To inquire about our GoldMoney fees, please contact us.
* The crowdfunding fee of $150/year for unlimited assets will only be applied to accounts that are investing with the following companies: WeFunder, SharesPost, Realty Mogul, Funders Club, EquityZen, and Crowdstreet.
Alternative Assets Account Fee Options
► | Option 1 - Based on Number of Assets | $299 per asset | ||||
Based on the information you have entered, this fee option is best for you. |
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► | Option 2 - Based on Asset Value (calculate using the table below) |
Min. $199 - Max. $1,995 | ||||
Based on the information you have entered, this fee option is best for you. |
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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. |
Real Estate Account Fee Options
► | Option 1 - Based on Number of Assets | $299 per asset | ||||
Based on the information you have entered, this fee option is best for you. |
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► | Option 2 - Based on Asset Value (calculate using the table below) |
Min. $199 - Max. $1,995 | ||||
Based on the information you have entered, this fee option is best for you. |
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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. |
Precious Metals Accounts (only) | $150 |
Alternative Assets (only) | $250 |