Pricing & Fees

Service Fees Overview

The fees below apply to specific transaction and account-related services on our platform. These fees are charged in addition to any applicable asset custody or platform fees. Most standard account features, such as online access, digital statements, and annual reporting are included at no additional cost. For questions, please refer to your complete fee schedule or contact our support team at +1 (800) 777-9878.

Additional Information:

  • Fees are charged only when you request and the service is processed.
  • Each fee applies per occurrence or request.
  • Fees may change with prior written notice to account holders.

Transaction & Transfer Fees

Apply when funds or assets are transferred, disbursed, used for asset-related payments, maintenance, or when an account is closed.


Fee DescriptionFee AmountNotes
Outgoing Domestic Wire$35Per wire
Outgoing International Wire$50Per wire
ACH$15Electronic transfer for amounts less than $10,000.
Typically received within 3-5 business days.
Check$35Standard issue check
Cashier's Check$50Certified bank check
Overnight Mail$35Expedited physical mail delivery
State Tax Withholding$35Per distribution or withdrawal
In-Kind Crypto Transfer Out1.00%Per asset, of the units being transferred
Partial Termination$150Applies to outgoing funds when more than 50% of the account value is distributed or transferred.
Complete Termination$300Full account closure

Processing & Expedited Service Fees

Charged for expedited or special handling requests.


Fee DescriptionFee AmountNotes
Next-Day Processing$100Rush processing, requests must be received prior to 2:00p PST in good order.
Same-Day Processing$250Highest priority, requests must be received prior to 10:00a PST in good order.
Special Handling$100Custom requests requiring manual intervention.

Administrative & Account Maintenance Fees

Cover documentation, compliance, and recordkeeping services.


Fee DescriptionFee AmountNotes
Duplicate Statements$50Per request
IRS Form Facilitation / Preparation Fee$100Per request, for IRS-related documentation.
Corrective Reporting Fee$250For amended or corrected tax filings.
Legal Action Fee$150Per hour, for document production related to subpoenas or legal proceedings.
Late Payment or Processing$25Per request or month. For overdue payments or processing requests received after custodian deadline.
Credit Card Decline or Chargeback$50Per incident

401(k) Plan–Specific Fees

Apply only to self-directed 401(k) plan accounts.


Fee DescriptionFee AmountNotes
Loan Setup Fee (401k)$225Per loan
Loan Default Fee (401k)$150If loan defaults
Plan Amendment Fee (401k)$150For plan document changes.

Conversion & Asset Re-Registration Fees

Apply to reclassification or retitling of account or assets.


Fee DescriptionFee AmountNotes
Roth Conversion or Recharacterization$100Recharacterizations may only be in cash and are irreversible. Roth conversions may not be recharacterized.
Re-Registration$75Ownership change or asset retitling. Any re-registration fees charged by third-parties will be additionally assessed. $75 re-registration fee applies to each asset.

Annual metals storage fees

Apply to accounts that hold physical precious metals at a depository. Clients can choose between Brinks Global Services, Delaware Depository and Texas Precious Metals Depository locations.


Fee DescriptionFee AmountNotes
Non-segregated storage$150Per year
Segregated storage$240Per year

Fees are subject to change with written notice.


Last updated: November 2025