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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!

      Click here to download our fee disclosure: pdf-icon

      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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