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Account Fee Schedule

All-Inclusive Fee Schedule Provides Unbeatable Value

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.

Download Fee Schedule PDF

Annual Fee Schedule

Portfolio Value Standard Fee
$1-14,999 $225.00
$15,000-24,999 $320.00
$25,000-49,999 $350.00
$50,000-99,999 $425.00
$100,000-199,999 $500.00
$200,000-299,999 $700.00
$300,000-399,999 $750.00
$400,000-499,999 $1,075.00
$500,000-599,999 $1,750.00
$600,000-699,999 $1,850.00
$700,000-799,999 $1,950.00
$800,000-899,999 $2,000.00
$900,000-999,999 $2,050.00
$1,000,000-1,999,999 $2,150.00
Over $2,000,000 $2,250.00
Account Set-up Fee:

Online Application
Paper Application



Please note the following:

  • The annual fee is assessed in the first quarter of each year.
  • There are no transaction or distribution fees.  There are special service fees (View Retail Fee Schedule PDF) for paper bill pay or statements, any special handling requested and/or the account is being terminated.
  • The fee schedule does not include brokerage commissions.
  • The above fees are effective from January 1 to December 31 of any given calendar year.
  • All fees are subject to change.
  • IRA maintenance fees are not prorated.
  • Any investment fees are taken from your account on the day an investment is processed unless you pre-pay the fees.
  • Fees cannot be refunded.
  • Termination Fees:
    • Partial Termination Fee                                    $100.00 / asset
    • Full Termination Fee                                         $250.00
    • Distribution of Asset/Re-registration Fee     $100.00 / asset

Coverdell Education Savings Accounts for Minors

Special maintenance fees apply to Equity Trust CESA accounts opened on behalf of children and teenagers under the age of 18:

  • When a minor opens an Equity Trust account valued at $10,000 or less, a $50 one-time set-up fee is assessed along with a $75 yearly maintenance fee.
  • Once the child reaches age 18 or the account exceeds $10,000, the account converts to the regular maintenance fee schedule and is billed annually.

Access the Coverdell Education Savings Account Fee Schedule

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