| www.Pensco.com
450 Sansome Street, 14th Floor
San Francisco, CA 94111
Mailing Address: P.O. Box 26903, San Francisco, CA 94126
Toll free: 866-818-4IRA (4472)
Client Services: 800-969-4472
Fax: 415-956-3016
Fees schedule: http://www.pensco.com/fees/Unlimited.asp
| Description |
Establishment |
| Fee |
$50 |
| Account Value |
Base Fee |
Plus |
Basis Points |
| $0 - $28,575.00 |
$200 |
--- |
--- |
| $28,575.00 - $99,999.99 |
$100 |
+ |
.35% (0.0035) of market value |
| $100,000 - $499,999.99 |
$250 |
+ |
.20% (.002) of market value |
| $500,000 - $999,999.99 |
$500 |
+ |
.15% (.0015) of market value |
| $1,000,000 + |
$1,000 |
+ |
.10% (.001) of market value |
Example: Fees for an IRA valued at $100,000
Establishment Fee = $50
Annual Maintenance Fee = $200
|