Frequently Asked Questions

General Account Questions

Why do you charge fees?

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.