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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	$50.00 $75.00

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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Account Fee Schedule

All-Inclusive Fee Schedule Provides Unbeatable Value

Annual Fee Schedule

Coverdell Education Savings Accounts for Minors

Let’s talk about your financial future.

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