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Index of IRA Trustees and CustodiansTruSource, 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
450 Sansome Street, 14th Floor 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
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
Waco, TX 76710 Mailing address: PO Box 2526, Waco, TX 76702
Phone: 254-751-1505
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.
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