Self-Directed IRA Fees

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. Clients have 24/7 access to their account via our Client Portal and are assigned a personal representative to answer any questions about their IRA. Entrust also provides FREE investor education and resources in our IRA Learning Center.

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Account
Establishment Fee

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

$50

Precious Metals (only)

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)

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

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.

Calculate My Fees

The Advantages of Working with Entrust

Over 35 years of experience in the self-directed IRA industry

More nationwide locations than any other administrator

Experts in allowable alternative investments

Managed over 23,000 clients and $2.2 billion in assets

Choose An Asset Type

Precious Metals
Other Alternative Assets

For information on dual account fees please contact us.

Precious Metals Asset Information

Number of Assets

Back Calculate

Other Alternative Assets Information

Number of Assets
$ Total Asset Value

Back Calculate

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)

* Annual Precious Metals Account Fee does not include despository fees

For GoldMoney and HAA-ASI fees please contact us.

Account Transaction Fees:

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)

Account Termination Fee

Precious Metals Accounts (only)

$150

Account Termination Fee

Alternative Assets (only)

$250

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Traditional, Roth, SEP, SIMPLE, ESA, HSA

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

Account
Establishment Fee

Annual Account
Administration Fee

Account
Termination Fee

Account Buy and Sell of Asset Transaction Fees

Other Transaction Fees

Applies to all Entrust Accounts

The Advantages of Working with Entrust

Limited Time Offer
Claim Your $50 Promo Code

No account set-up fees when you transfer or rollover your retirement funds to Entrust before the tax deadline.*

Complete this form to get your $50 promo code

Choose An Asset Type

Precious Metals Asset Information

Other Alternative Assets Information

Your Annual Fees

Account Transaction Fees:

Account Termination Fee

Account Termination Fee

Contact Entrust

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Self-Directed IRA Fees

Traditional, Roth, SEP, SIMPLE, ESA, HSA

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

Account Establishment Fee

Annual Account Administration Fee

Account Termination Fee

Account Buy and Sell of Asset Transaction Fees

Other Transaction Fees

Applies to all Entrust Accounts

The Advantages of Working with Entrust

Limited Time OfferClaim Your $50 Promo Code

No account set-up fees when you transfer or rollover your retirement funds to Entrust before the tax deadline.*

Complete this form to get your $50 promo code

Calculate Your Fees

Choose An Asset Type

Precious Metals Asset Information

Other Alternative Assets Information

Your Annual Fees

Account Transaction Fees:

Account Termination Fee

Account Termination Fee

Contact Entrust

Main Menu

Blog Categories

subscribe to our monthly newsletter

Follow Entrust on:

Account
Establishment Fee

Annual Account
Administration Fee

Account
Termination Fee

Limited Time Offer
Claim Your $50 Promo Code