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Fiserv

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www.fiserviss.com

717 17th Street, Suite 1700
Denver CO 80202
Mailing address: P.O. Box 173859, Denver, CO 80217-3859
Toll free: 800-521-6974

Self-directed IRA information: https://www.fiserviss.com/portal/page?_pageid=1840,626893,1840_627486&_dad=portal&_schema=PORTAL

Fee schedule for traditional, Roth, SEP and SIMPLE IRAs: https://www.fiserviss.com/pls/portal/docs/PAGE/IAS_HOME/IAS_ASSETSLIBRARY/IRA-IA-1517.PDF

Annual Administration Fee = $55

Investment Related Fees: cafeteria-style structure
Investment Type 1 Investment Type 2 Investment Type 3 Investment Type 4 Investment Type 5
  • Mutual Funds
  • Stocks/Bonds
  • Money Markets
  • Rights
  • Warrants
  • Treasuries
  • Strips
  • Annuities
  • Managed Accoutns
  • Brokerage Accounts
  • Limited Partneships
  • LLCs
  • REITs
  • Certificate of Deposits
  • Church Notes
  • Private Stock
  • Private Debt
  • Offshore Funds
  • Tax Liens
  • Real Property
  • Trust Deeds/Mortgages
Transaction Fee = $5
Maintenance Fee = $5 (caps at 8 per year)		 Transaction Fee = $10
Maintenance Fee = $10 (caps at 10 per year)		 Transaction Fee = $15
Maintenance Fee = $25 (caps at 10 per year)		 Transaction Fee = $50
Maintenance Fee = $50 (caps at 10 per year)		 Transaction Fee = $125
Maintenance Fee = $200 (caps at 10 per year)

Example: Fees for an IRA valued at $100,000
Annual Administration Fee = $50
Investment Related Fees: depends on investment type