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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.
Example: Fees for a Flex IRA valued at $100,000 Set-up Fee = $25 First Year Annual Fee = $75 Annual Renewal Fee = $100
Note: Other fees may apply.
The Entrust Group
Offices directory: http://www.theentrustgroup.com/locations
Self-directed IRAs: http://www.theentrustgroup.com/benefits/benefits_investors
Fee schedule for traditional IRAs, Roth IRAs,
SEP IRAs, SIMPLE IRAs and Coverdell (ESA):
Option One: fees based on number of assets
Account Establishment Fee = $50
Annual Record Keeping Fee = $250 per asset, per year. This fee is paid when the asset is acquired.
Option Two: fees based on asset value of account
Account Establishment Fee = $50
Annual Record Keeping Fee = 125 to $1,850 per year
Purchase, Sale or Exchange of Any Asset = $95
Example: Fees for an IRA valued at $100,000 Account Establishment Fee = $50 Annual Recordkeeping Fee = $550
Note: Other fees may apply.
Equity Trust Company
225 Burns Road Elyria, Ohio 44035 Phone: 440-323-5491
Toll free: 877-693-8208 see http://www.trustetc.com/company/contact.html for directory of departments
Self-directed IRAs: http://www.trustetc.com/self-directed-ira/ira-faq.html
Fee schedule: http://www.trustetc.com/investment/investment-fees.html
No transaction fee.
Example: Fees for an IRA valued at $100,000 (standard fee) Set-up Fee = $50 Annual Fee = $440
Note: Other fees may apply.
Millenium Trust Company
820 Jorie Boulevard, Suite 420
Oak Brook, Illinois 60523 Toll free: 800-258-7878 Fax: 630-368-5699
Self-directed IRAs: http://www.mtrustcompany.com/services
Fee schedule: http://www.mtrustcompany.com/pdf/forms/Self_Directed_IRA_Fee_Schedule.pdf
Establishment Fee = $50
Annual Account Fee = $150
Investment Transaction Charges (includes
purchases, sales, tenders, rollovers, etc.): Example: Fees for an IRA valued at $100,000 Establishment Fee = $50 Annual Account Fee = $150 Annual Asset Holding Fees for Real Estate = $150 ($200 if debt financed)
Note: other fees may apply
Trust Administration Services Corporation, a subsidiary of First Regional Bank
5950 La Place Court, Suite 160 Carlsbad, CA 92008
Phone: 760-602-3180
Fax: 760-603-0887 Self-directed IRAs: http://www.trustlynk.com/self_directed_ira_accounts.php
Fee schedule for Individual Retirement Accounts (Roth, SEP, SIMPLE, Beneficiary, Traditional: http://www.advisorsquare.com/new/trustlynkcorp/default.asp?storyid=2015878694
Example: Fees for a Flex IRA valued at $100,000 Establishment Fee = $50 Annual Fee: $200
Note: other fees may apply
TruSource, a division of Union Bank of California, N.A.
3080 South Bristol Street, 2nd Floor Costa Mesa, California 92626 Toll free: 800-274-8798
Self-directed brokerage IRAs: http://www.trusource.com/asp/services.asp#sdbira Request an information kit: http://www.trusource.com/basic_form/sdbira.htm
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Real Estate or Tax Liens in an IRA? |
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