| www.mtrustcompany.com/index.html
820 Jorie Boulevard, Suite 420
Oak Brook, Illinois 60523
Toll free: 800-258-7878
Self-directed IRA information: http://www.mtrustcompany.com/ira.html
Fee schedule: http://www.mtrustcompany.com/forms/Self_Directed_IRA_Fee_Schedule.pdf
Establishment Fee = $50
Annual Account Fee = $150
| Annual Asset Holding Fees |
| Mutual funds, publicly traded stocks and bonds, U.S. Treasuries, Domestic CDs |
No charge |
| Brokerage Account or Futures Account (no recording of individual transactions) |
$150 |
| Private Placements |
$100 |
| Annuities |
$100 |
| Mortgages, Mortgage-Backed Securities |
$125 |
| Real Estate |
$150 ($200 if debt financed) |
| Miscellaneous Assets |
Quoted |
Example: Fees for an IRA valued at $100,000
Establishment Fee = $50
Annual Account Fee = $150
Annual Asset Holding Fees: depends on assets
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