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    Wondering what 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, recordkeeping, transaction, and termination. 

    Click here to download our fee schedule: pdf-icon

    Calculate Fees

    Open an Account

    Account
    Establishment Fee

    One-time account establishment fee, per account

    $50

    Annual Account
    Recordkeeping Fee

    Billed quarterly  

    Choose from two annual recordkeeping fee options:

    ► Option 1 - Based on Number of Assets  
         
      Alternative Assets $299/asset
      Non-Recourse Loans $199/asset
      Precious Metals $150/year - unlimited assets
      Crowdfunding* $150/year - unlimited assets
         
     

    All annual fees are billed in quarterly increments upon investment acquisition. A single alternative asset investment annual fee is $299 per year, charged $74.75 per quarter. For multiple investments, for example three alternative investments, the annual fee would be $897, charged $224.25 per quarter. Please note that a non-recourse loan is payable at a discounted rate of $199 per year. For example, a single investment coupled with a non-recourse loan would be charged $498 per year or $124.50 per quarter.

    *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.
     
    ► 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 recordkeeping fee would be $199 ($20,000 x .0095 = $190. However, $199 is the minimum fee.) If account value is $55,000, the annual recordkeeping 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.

    Purchases and Sales of Assets Fees

    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

    Transaction Fees 

    Apply 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
    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
    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.
    Calculate Your Fees
    Choose Asset Type
    Disclaimer: Estimates obtained through the use of this calculator are dependent upon the accuracy of the information entered and is not a guarantee of the final cost. For more information please contact us.
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    Crowdfunding Asset Information
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    Other Alternative Assets Information
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    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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