| www.Sterling-Trust.com/iramain.html
7901 Fish Pond Road
Waco, TX 76710
Mailing address: PO Box 2526, Waco, TX 76702
Phone: 254-751-1505
Toll free: 800.955.3434
Fax, IRA Services: 254-751-0872
Fee schedule: http://www.sterling-trust.com/pdf/stc_ira_fee_schedule.PDF
Three fee schedules: The Precious Metals IRA, The Basic IRA, and The Flex IRA. Any of these fee schedules can be utilized with a Traditional, SEP, Roth or SIMPLE IRA.
Precious Metals IRA: May hold only allowable precious metals including -- American Eagle gold, silver, and platinum coins, other coins as allowed under Internal Revenue Code §408(m)(3), and other precious metal products that meet the minimum fineness requirements and are manufactured by a NYMEX or COMEX approved refiner/assayer.
Basic IRA: May hold any number or combination of publicly registered or traded investments including – any asset permitted in the Precious Metals IRA as well as Mutual Funds, Public Stocks, Bonds, REITs, Brokerage Accounts, Public Limited Partnerships, Annuities, Bank Certificates of Deposit, Matrix NOW Accounts, and U.S. Government Securities.
Flex IRA: May hold any asset permitted in the Precious Metals IRA and/or the Basic IRA as well as Private Stocks, Private Limited Partnerships, Limited Liability Companies, Promissory Notes or Corporate Debt Offerings, Managed Commodity Trading Accounts, Trust Deeds/ Real Estate Contracts, Tax Lien Certificates, Real Estate, or other private placement investments or non-standard assets.
| Fee |
Precious Metals IRA |
Basic IRA |
Flex IRA |
| Set-Up Fees |
| One-Time Establishment Fee |
$15 |
$25 |
$25 |
| First Year Annual Fee |
$50 |
$55 |
$55 - if under $100,000 in value
$75 - if $100,000 in value or more |
| Annual Renewal Fee |
$50 |
$55 |
1/10 of 1% (.001) of total market value; minimum = $55 and maximum = $450 |
Example: Fees for a Flex IRA valued at $100,000
Set-up Fee = $25
First Year Annual Fee = $50
Annual Renewal Fee = $100
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