| www.trustec.com/index.html
225 Burns Road
Elyria, Ohio 44035
Phone: 440-323-5491
Toll free: 877-693-8209
see http://www.trustetc.com/company/contact.html for directory of departments
Fee schedule: http://www.trustetc.com/investment/investment-fees.html
| Portfolio Value |
Discounted Annual Fee * |
Standard Annual Fee |
| $1-14,999 |
$185.00 |
$190.55 |
| $15,000-24,999 |
$250.00 |
$257.50 |
| $25,000-49,999 |
$295.00 |
$303.85 |
| $50,000-99,999 |
$350.00 |
$360.50 |
| $100,000-199,999 |
$425.00 |
$437.75 |
| $200,000-299,999 |
$575.00 |
$592.25 |
| $300,000-399,999 |
$625.00 |
$643.75 |
| $400,000-499,999 |
$890.00 |
$916.70 |
| $500,000-599,999 |
$1,450.00 |
$1,493.50 |
| $600,000-699,999 |
$1,550.00 |
$1,596.50 |
| $700,000-799,999 |
$1,650.00 |
$1,699.50 |
| $800,000-899,999 |
$1,700.00 |
$1,751.00 |
| $900,000-999,999 |
$1,750.00 |
$1,802.50 |
| $1,000,000-OVER |
$1,800.00 |
$1,854.00 |
| Set-up Fee |
$50 |
$51.50 |
*Assumes payment by cash or check.
Example: Fees for an IRA valued at $100,000 (standard fee)
Set-up Fee = $51.50
Annual Fee = $437.75
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