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|
|One Time Set-up Fee||$50.00|
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.