We assess a fee to custody and administer the account for the account holder. We do not receive a fee on your investment or your investment’s performance. Administration duties include the accounting for your investment, required IRS and state filings, facilitation of your investment, distribution requests, access to our Online Portal, and compliance. We charge a flat-rate annual fee to maintain your account, rather than a fee that increases based on the number of assets or the value of the assets held in your account.
FAQ Category: Getting Started
When are fees due?
Your Custodial and Document Fee are due at the time of account establishment and then annually thereafter on the anniversary of the establishment of your account. Transactional fees are due at the time of the transaction.
Are there minimums and investment caps?
There is a $3,000 minimum and no investment cap. We provide a full-service solution that facilitates the process for account set up, rollover of funds from an existing IRA custodian, access to our self-trading platform, and moving funds to a secure digital wallet for all retirement account types.
