ALERT: USPS is experiencing unprecedented volume increases and limited employee availability due to the impact of COVID-19. This is impacting the delivery of client statements and payments, Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental and Note Payments can be submitted using our Online Payment Center | Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards | Review USPS.com for 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 |
$1-14,999 | $205.00 |
$15,000-24,999 | $290.00 |
$25,000-49,999 | $330.00 |
$50,000-99,999 | $400.00 |
$100,000-199,999 | $480.00 |
$200,000-299,999 | $660.00 |
$300,000-399,999 | $710.00 |
$400,000-499,999 | $1,025.00 |
$500,000-599,999 | $1,680.00 |
$600,000-699,999 | $1,785.00 |
$700,000-799,999 | $1,890.00 |
$800,000-899,999 | $1,945.00 |
$900,000-999,999 | $1,995.00 |
$1,000,000-1,999,999 | $2,050.00 |
Over $2,000,000 | $2,150.00 |
Account Set-up Fee: Online Application Paper Application | $50.00 $75.00 |
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.