We’re aware of a phishing campaign in which cybercriminals were using domains similar to our own to mimic official Equity Trust emails. Please note that all emails from Equity Trust will only come from the domain @trustetc.com, including @email.trustetc.com. We have already worked with officials to have this attack neutralized. If you were the recipient of one of these emails, please delete the message.
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.
You are leaving the Trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website, the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.
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