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Trust Administration Services Corporation, a subsidiary of First Regional Bank

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5950 La Place Court, Suite 160
Carlsbad, CA 92008
Toll free: 800-455-9472
Fax: 760-603-0887

Self-directed services information: http://www.advisorsquare.com/new/trustlynkcorp/default.asp?storyid=2015878694

Fee schedule for traditional, Roth, SEP and SIMPLE IRAs: http://www.advisorsquare.com/new/trustlynkcorp/default.asp?storyid=2015878694

Assets permitted under the self-directed IRA program Basic IRA
  • Public Stocks, Bonds or REITs
  • Brokerage Accounts
  • Mutual Funds
  • Annuities
  • Certificate of Deposits
  • U.S. Government Securities
  • Limited Partnerships/LLCs
Flex IRA
All assets listed under the BASIC IRA plus:
  • Private Stocks and Bonds
  • Family Limited Partnerships/LLCs
  • Promissory Notes/Trust Deeds/Mortgages
  • Real Estate and Tax Liens
  • Precious Metals
  • Other private placement or nonstandard assets
Establisment Fee $35 $35
Annual Fee $55 $150
Transaction Fee
  • Initial Purchase: $20
  • Additional Purchase/Partial Sale: $5
  • CDs at First Regional: FREE
  • Tax Liens & Tax Lien Portfolios: $10
  • Private Stock and Bonds: $25
  • Promissory Notes, Family LP/LLC: $50
  • Coins, Bullion and Real Estate: $250
Asset Fee
  • $2.50 per asset, per quarter for publicly
  • traded securities.
  • $5.00 per asset, per quarter for
  • partnerships/LLCs
  • Private Stock/Bonds, Tax Liens & Viaticals: $5 per asset, per quarter
  • Notes & Family Partnerships/LLCs: $10.00 per asset, per quarter ($125 quarter maximum)
  • Real Estate: $20 per asset, per quarter
  • Managed Tax Lien Portfolio: $100 per year (requires 3d party research/purchasing company)

Example: Fees for a Flex IRA valued at $100,000
Establishment Fee = $35
Annual Fee: $150
Transaction Fee and Asset Fee: varies