Annual IRA Account Administration Fee
The annual IRA Account Administration Fee is assessed based on the total account value of assets and cash combined. The annual IRA Account Administration Fee is due upon the establishment of the IRA and every year thereafter. The fee will be deducted from the IRA or charged to the authorized credit card on file. The annual IRA Account Administration Fee includes the following services; unlimited contributions and distribution processing, fair market adjustments upon request, annual statements, state and federal tax reporting, 24/7 online account access, and IRA education throughout the year.
Partial Transfer Out Fee$100.00
Real Estate Transaction Fee$300.00
IRA Contributions (Cannot be made Online)
Full Transfer Out/Account Termination Fee$300.00