Please note: Call center hours expanded to open at 8:00 am EDT to better serve our clients.
Visit our Coronavirus Resource Center for important updates and resources to help you navigate this time (this resource center also includes information related to the CARES Act and IRS Tax Deadline updates).
Equity Trust’s continued growth and success is based in part on our commitment to providing incredible services for a fair price. While some IRA custodians have complicated fee structures and others require large upfront set-up fees (sometimes thousands of dollars), we provide a straightforward fee schedule.
With our all-inclusive fee schedule, there are no hidden fees or surprise charges. It’s very simple and easy to understand, and it comes with unbeatable value that you can only get from a leading self-directed IRA custodian.
|Portfolio Value||Standard Fee|
|Account Set-up Fee:|
Please note the following:
Special maintenance fees apply to Equity Trust CESA accounts opened on behalf of children and teenagers under the age of 18:
The Family Plan allows a minimum of four members of the same family to open Equity Trust accounts on the same day with only one $50 setup fee. All required documents for opening each account must be submitted at the same time.
For example, a father, daughter, grandfather, and uncle of the same family can open four Equity Trust self-directed IRAs for $50. Those family members would normally pay $200 in setup fees.
The following relationships qualify as family members:
Family members who are “second removed” – such as second cousins or second aunts or uncles – do not qualify.