Index of IRA Trustees and Custodians
Equity Trust Company
Entrust Group
Fiserv
Millenium Trust Company
Pensco Trust Company
Sterling Trust Company
Sunwest Trust, Inc.
TruSource, a division of Union Bank of California, N.A.
Trust Administration Services Corporation, a subsidiary of First Regional Bank
Cost
Comparisons of Selected Trustees
Pensco Trust Company
http://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.penscotrust.com/fees/ira_fees.asp
|
Description |
Fee |
|
Establishment Fee |
$50 |
|
Annual Maintenance |
|
Account Value |
Base Fee |
Plus |
Basis Points |
|
$0 - $28,574.99 |
$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 + .20% (.002) of
market value (This fee represents an annual
rate, yet the Maintenance Fee is only charged
one quarter at a time, always on the last day of
each fiscal quarter.)
Investment Costs
Purchase/Sale or Re-registration of Real
Property = $100 (This fee covers the entire
purchase - i.e., it includes funding a deposit
if necessary.)
Purchase/Sale of Foreign Real Estate = $1000
(This fee is not incurred if purchasing foreign
property through a domestic entity, such as an
LLC.)
Note:
Other fees may apply.
Sterling Trust Company
http://www.sterling-trust.com
7901 Fish Pond Road
Waco, TX 76710
Mailing address: PO Box 2526, Waco, TX 76702
Phone: 254-751-1505
Toll free: 800.955.3434
Email:
IRAServices@uwbank.com
Self-directed IRAs:
http://www.sterling-trust.com/Default.aspx?tabid=389
Fee schedule:
http://www.sterling-trust.com/Portals/12/PDFs/STC_IRA_Fee_Schedule.pdf
Three fee schedules: The Precious Metals IRA,
The Basic IRA, and The Flex 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, Perth Mint
Certificates, Public Limited Partnerships,
Annuities, Bank Certificates of Deposit, United
Western Bank 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, Real Estate, or other private
placement investments or non-standard assets.
|
Fees |
Precious Metals IRA |
Basic IRA |
Flex IRA |
|
Set-up Fees |
|
One-Time Establishment Fee |
$15 |
$25 |
$25 |
|
First Year Annual Fee |
$60 |
$65 |
$75 |
|
Annual Renewal Fee |
$60 |
$65 |
1/10 of 1% (.001) of total market value;
minimum = $75 and maximum = $550 |
|
Processing Fees |
|
Real Estate Processing Fee |
N/A |
N/A |
$175 per purchase |
|
Real Estate Sale Fee |
N/A |
N/A |
| |