IRA Account Establishment Fee


Traditional, Roth, SEP or SIMPLE IRA

The IRA Account Establishment Fee is a one-time fee to establish the IRA Account. This fee can be paid by credit card directly when completing the application online. If the application document is printed and mailed to Preferred Trust Company, the Account Establishment Fee can be paid by check or authorized by the IRA Account Owner from the initial transfer of funds to the IRA Account.

  •  You must select one of the following: 

    Note: Annual IRA Account Administration Fee varies based on IRA account value and will be deducted from initial transfer funds.



A one-time account establishment fee to process your new self-directed IRA account.