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One-time account establishment fee for opening a self-directed IRA, per account
A single asset
Two or more assets
Purchase, sale, exchange or additional funding, per asset
(excluding real estate, precious metals and/or crowdfunding with selected companies)
Purchase, sale, or exchange of real estate
(includes earnest money deposit if applicable)
Purchase, sale, or exchange of real estate with non-recourse loan
(includes earnest money deposit if applicable)
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)
Purchase, sale, or exchange of crowdfunding
(only if investing with the following companies: WeFunder, SharesPost, Realty Mogul, Funders Club, EquityZen, and CrowdStreet)
ACH transfers, incoming and outgoing
Wire transfers, per item, incoming and outgoing
Overnight delivery via FedEx, UPS, USPS, etc
Checks
(includes all check requests)
Cashier’s or other official bank check
Research of closed assets or accounts, legal research, or special handling of transactions
Rush fees for expedited transaction processing or services within the same or next day
Returned items of any kind and stop payments, per item
Re-registration of assets plus expenses of transfer agents (if applicable)
Account termination processing fee
*The uninvested cash in your account is not charged a 0.15% fee, regardless of the amount of cash held in there. The 0.15% fee is assessed solely on the total asset value above $50,000. For example, an account with two assets of a total value of $150,000 and $12,000 cash would pay a fee of $299 + 0.15% of $100,000 ($150), or a total of $449 annually.
There is a cap on recordkeeping fees at $2,299 per year, so no matter how much your account grows, you know you will never pay more.
Benefit from the best
I have been an Entrust client for several years and without exception, pre and post COVID-19, they have been the most responsive, courteous, knowledgable, client-focused group, I have ever worked with.
Combine this with the fact that Entrust offers a unique platform of learning and investment products, Entrust gives you the ability to be an incredible hands-on or 100% passive investor. Keep doing what you are doing Entrust.
Entrust offers a flexible, simple and transparent self-directed IRA fee schedule. There are four fees associated with a self-directed IRA at Entrust: establishment, annual recordkeeping, purchase and sale of asset and transaction fees. Click here to view our fee schedule.
Most investors are surprised to find out that investing in alternative investments with your retirement funds has actually been around since 1975. Most brokerage firms and banks offer investments, like stocks and bonds. For this reason, it’s not exactly in their best interest to talk about self-directed retirement accounts.
No, this is considered a prohibited transaction as it is a conflict of interest by involving a disqualified person (you).
Our process is quick and straightforward. Follow these steps:
A few self-directed IRA rules from the IRS to keep in mind with these types of retirement accounts include being aware of contribution limits, avoiding prohibited transactions, accurately reporting the fair market value of your assets, understanding distribution rules, and paying attention to any unrelated business income tax you may be responsible for.
With any investment comes risk, and self-directed IRAs are no exception, but investments also provide an opportunity for earnings. This is especially true for SDIRAs, where the assets you can invest in are virtually limitless. For inexperienced investors, this can sometimes be perceived as a disadvantage, as more options and freedom means greater responsibility. We encourage all investors to check out five questions to ask before you invest from the U.S. Securities and Exchange Commission.
No, this is considered a prohibited transaction as it is a conflict of interest by involving a disqualified person (you).
For 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.
We’re not just another Self-Directed IRA administrator; we’re the originator. Ours is expertise you can count on.
Supercharge your alternative investment strategy with the educational content from our Learning Center.
Our team is devoted to helping you self-direct your account(s). You can depend on us to be timely, accurate, and friendly.
Manage your Entrust account online 24/7 with our client portal (voted “Best Online Portal” by Investopedia) and our mobile app.
Streamline your transactions with this prepaid asset management card. The myDirection Visa Card provides immediate access to your funds so you can pay real estate investment expenses on the go.