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Millenium Trust Company

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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